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 | $1,443,459 | $85,202+1594.2% | $172,739+735.6% | $72,985+1877.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.24% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $31,365 | $3,324+843.5% | $5,143+509.9% | $2,440+1185.5% |
| Participant deferral / active EE | $19,198 | $3,260+488.9% | $5,198+269.4% | $3,607+432.2% |
| Admin fee / account holder | $11,833 | $5,884+101.1% | $13,954-15.2% | $5,124+130.9% |