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 | $1,192,635 | $117,983+910.9% | $101,794+1071.6% | $142,382+737.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.02% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $23,103 | $2,773+733.2% | $2,289+909.3% | $4,299+437.4% |
| Participant deferral / active EE | $22,083 | $4,714+368.5% | $4,084+440.7% | $6,507+239.4% |
| Admin fee / account holder | $7,462 | $10,433-28.5% | $8,777-15.0% | $12,624-40.9% |