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 | $1,673,646 | $201,272+731.5% | $184,203+808.6% | $145,922+1046.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.12% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $46,446 | $7,022+561.5% | $6,427+622.7% | $4,660+896.8% |
| Participant deferral / active EE | $11,646 | $9,806+18.8% | $9,131+27.5% | $6,688+74.1% |
| Admin fee / account holder | $65,382 | $16,364+299.6% | $13,901+370.3% | $13,397+388.0% |