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 | $1,741,431 | $171,865+913.3% | $149,718+1063.1% | $147,584+1080.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.19% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $45,627 | $6,275+627.1% | $5,445+738.0% | $4,876+835.7% |
| Participant deferral / active EE | $6,082 | $7,271-16.3% | $6,569-7.4% | $5,439+11.8% |
| Admin fee / account holder | $86,365 | $13,799+525.9% | $11,283+665.5% | $10,885+693.4% |