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 | $1,076,416 | $183,519+486.5% | $155,509+592.2% | $145,922+637.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 43.77% | 61.17%-17.4pp | 64.67%-20.9pp | 561.29%-517.5pp |
| Employer contribution / active EE | $2,372 | $5,313-55.4% | $4,672-49.2% | $4,660-49.1% |
| Participant deferral / active EE | $7,206 | $6,462+11.5% | $5,626+28.1% | $6,688+7.7% |
| Admin fee / account holder | $29,579 | $19,313+53.2% | $15,912+85.9% | $13,397+120.8% |