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 | $1,247,617 | $96,635+1191.1% | $86,612+1340.5% | $139,434+794.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.16% | 106.41%-81.3pp | 591.07%-565.9pp | 372.94%-347.8pp |
| Employer contribution / active EE | $31,729 | $3,263+872.4% | $3,022+949.8% | $4,751+567.9% |
| Participant deferral / active EE | $63,771 | $4,836+1218.7% | $4,438+1337.1% | $6,710+850.4% |
| Admin fee / account holder | $1,680 | $6,408-73.8% | $5,614-70.1% | $11,403-85.3% |