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 | $1,151,750 | $117,841+877.4% | $102,423+1024.5% | $145,922+689.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $19,000 | $3,615+425.6% | $3,023+528.4% | $4,660+307.8% |
| Participant deferral / active EE | $17,850 | $5,731+211.5% | $5,053+253.3% | $6,688+166.9% |
| Admin fee / account holder | $1,690 | $13,326-87.3% | $9,451-82.1% | $13,397-87.4% |