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 | $1,387,788 | $185,822+646.8% | $169,993+716.4% | $139,434+895.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.51% | 60.50%-30.0pp | 53.37%-22.9pp | 372.94%-342.4pp |
| Employer contribution / active EE | $49,196 | $7,590+548.2% | $6,785+625.1% | $4,751+935.5% |
| Participant deferral / active EE | $12,035 | $11,622+3.6% | $10,408+15.6% | $6,710+79.4% |
| Admin fee / account holder | $42,826 | $15,381+178.4% | $12,815+234.2% | $11,403+275.6% |