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 | $1,049,574 | $148,534+606.6% | $135,903+672.3% | $139,434+652.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $13,744 | $5,243+162.1% | $4,856+183.0% | $4,751+189.3% |
| Participant deferral / active EE | $10,729 | $8,100+32.5% | $7,758+38.3% | $6,710+59.9% |
| Admin fee / account holder | $10,234 | $12,400-17.5% | $10,762-4.9% | $11,403-10.3% |