See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,084,617 | $135,952+697.8% | $123,892+775.5% | $273,961+295.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.68% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.8pp |
| Employer contribution / active EE | $25,615 | $5,170+395.5% | $4,617+454.8% | $4,869+426.1% |
| Participant deferral / active EE | $17,712 | $6,343+179.3% | $5,984+196.0% | $5,287+235.0% |
| Admin fee / account holder | $8,077 | $9,817-17.7% | $8,357-3.3% | $10,132-20.3% |