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 | $1,084,119 | $175,202+518.8% | $149,673+624.3% | $139,434+677.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.04% | 166.71%-134.7pp | 134.42%-102.4pp | 372.94%-340.9pp |
| Employer contribution / active EE | $3,707 | $5,474-32.3% | $4,818-23.1% | $4,751-22.0% |
| Participant deferral / active EE | $8,495 | $6,519+30.3% | $5,680+49.6% | $6,710+26.6% |
| Admin fee / account holder | $10,718 | $16,150-33.6% | $13,210-18.9% | $11,403-6.0% |