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 | $1,536,994 | $183,519+737.5% | $155,509+888.4% | $145,922+953.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 30.32% | 61.17%-30.8pp | 64.67%-34.3pp | 561.29%-531.0pp |
| Employer contribution / active EE | $40,002 | $5,313+653.0% | $4,672+756.1% | $4,660+758.5% |
| Participant deferral / active EE | $23,325 | $6,462+260.9% | $5,626+314.6% | $6,688+248.8% |
| Admin fee / account holder | $238,134 | $19,313+1133.0% | $15,912+1396.6% | $13,397+1677.5% |