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 | $1,017,913 | $137,414+640.8% | $189,513+437.1% | $85,850+1085.7% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 15.99% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $13,001 | $4,344+199.3% | $6,162+111.0% | $2,565+406.8% |
| Participant deferral / active EE | $14,691 | $6,260+134.7% | $8,221+78.7% | $3,952+271.8% |
| Admin fee / account holder | $86,232 | $8,630+899.3% | $12,045+615.9% | $6,260+1277.5% |