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 | $1,441,530 | $202,318+612.5% | $172,739+734.5% | $152,861+843.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.44% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $33,399 | $5,856+470.3% | $5,143+549.4% | $4,762+601.3% |
| Participant deferral / active EE | $18,833 | $5,948+216.6% | $5,198+262.3% | $5,850+221.9% |
| Admin fee / account holder | $9,287 | $17,109-45.7% | $13,954-33.4% | $11,596-19.9% |