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 | $1,036,203 | $176,056+488.6% | $159,436+549.9% | $167,490+518.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.12% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $40,887 | $5,297+671.9% | $4,829+746.6% | $4,837+745.2% |
| Participant deferral / active EE | $29,250 | $7,750+277.4% | $7,352+297.8% | $6,341+361.3% |
| Admin fee / account holder | $54,828 | $12,554+336.7% | $10,799+407.7% | $12,309+345.4% |