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 | $1,570,772 | $93,071+1587.7% | $74,583+2006.1% | $273,961+473.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 147.73% | 26.18%+121.6pp | 20.47%+127.3pp | 41.45%+106.3pp |
| Employer contribution / active EE | $23,313 | $3,160+637.8% | $2,525+823.3% | $4,869+378.8% |
| Participant deferral / active EE | $23,067 | $4,160+454.5% | $3,458+567.1% | $5,287+336.3% |
| Admin fee / account holder | $2,913 | $5,272-44.8% | $4,138-29.6% | $10,132-71.3% |