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 | $872,327 | $77,899+1019.8% | $149,673+482.8% | $75,163+1060.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $39,460 | $3,137+1157.7% | $4,818+719.1% | $2,670+1378.0% |
| Participant deferral / active EE | $23,274 | $3,411+582.3% | $5,680+309.8% | $4,125+464.2% |
| Admin fee / account holder | $18,445 | $5,956+209.7% | $13,210+39.6% | $5,651+226.4% |