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 | $1,230,637 | $176,056+599.0% | $159,436+671.9% | $167,490+634.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.57% | 331.75%-307.2pp | 263.57%-239.0pp | 478.56%-454.0pp |
| Employer contribution / active EE | $3,965 | $5,297-25.1% | $4,829-17.9% | $4,837-18.0% |
| Participant deferral / active EE | $13,600 | $7,750+75.5% | $7,352+85.0% | $6,341+114.5% |
| Admin fee / account holder | $58,333 | $12,554+364.7% | $10,799+440.2% | $12,309+373.9% |