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 | $2,090,617 | $209,832+896.3% | $189,513+1003.2% | $167,490+1148.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.52% | 748.27%-737.8pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $20,195 | $6,914+192.1% | $6,162+227.8% | $4,837+317.5% |
| Participant deferral / active EE | $13,900 | $8,935+55.6% | $8,221+69.1% | $6,341+119.2% |
| Admin fee / account holder | $102,597 | $14,293+617.8% | $12,045+751.8% | $12,309+733.5% |