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 | $1,450,253 | $176,377+722.2% | $134,143+981.1% | $158,922+812.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.29% | 63.63%-50.3pp | 36.33%-23.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,000 | $5,040-40.5% | $3,704-19.0% | $4,761-37.0% |
| Participant deferral / active EE | $7,000 | $4,091+71.1% | $3,499+100.1% | $5,982+17.0% |
| Admin fee / account holder | $20,834 | $8,718+139.0% | $6,684+211.7% | $11,246+85.3% |