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 | $579,601 | $90,503+540.4% | $78,689+636.6% | $273,961+111.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.87% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $27,239 | $3,176+757.7% | $2,851+855.6% | $4,869+459.5% |
| Participant deferral / active EE | $6,000 | $3,901+53.8% | $3,517+70.6% | $5,287+13.5% |
| Admin fee / account holder | $20,638 | $5,263+292.1% | $4,510+357.6% | $10,132+103.7% |