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 | $1,809,390 | $201,272+799.0% | $184,203+882.3% | $145,922+1140.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.31% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $25,304 | $7,022+260.4% | $6,427+293.7% | $4,660+443.1% |
| Participant deferral / active EE | $19,434 | $9,806+98.2% | $9,131+112.8% | $6,688+190.6% |
| Admin fee / account holder | $19,243 | $16,364+17.6% | $13,901+38.4% | $13,397+43.6% |