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 | $1,436,497 | $177,572+709.0% | $154,803+828.0% | $142,382+908.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.21% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $41,638 | $4,810+765.6% | $4,305+867.1% | $4,299+868.5% |
| Participant deferral / active EE | $26,500 | $6,272+322.5% | $5,540+378.3% | $6,507+307.2% |
| Admin fee / account holder | $80,622 | $16,786+380.3% | $14,329+462.6% | $12,624+538.7% |