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 | $2,401,646 | $189,613+1166.6% | $167,512+1333.7% | $142,382+1586.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $39,566 | $4,349+809.8% | $3,882+919.3% | $4,299+820.3% |
| Participant deferral / active EE | $18,279 | $6,981+161.8% | $6,405+185.4% | $6,507+180.9% |
| Admin fee / account holder | $50,636 | $10,528+381.0% | $9,769+418.3% | $12,624+301.1% |