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 | $1,129,304 | $183,592+515.1% | $155,567+625.9% | $145,959+673.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.54% | 61.24%-41.7pp | 64.74%-45.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $20,700 | $5,315+289.5% | $4,674+342.9% | $4,661+344.1% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $10,316 | $19,318-46.6% | $15,916-35.2% | $13,398-23.0% |