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 | $1,837,395 | $183,519+901.2% | $155,509+1081.5% | $145,922+1159.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 28.02% | 61.17%-33.1pp | 64.67%-36.6pp | 561.29%-533.3pp |
| Employer contribution / active EE | $11,654 | $5,313+119.4% | $4,672+149.4% | $4,660+150.1% |
| Participant deferral / active EE | $13,871 | $6,462+114.6% | $5,626+146.6% | $6,688+107.4% |
| Admin fee / account holder | $306 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |