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 | $1,391,959 | $202,318+588.0% | $172,739+705.8% | $152,861+810.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.91% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $4,022 | $5,856-31.3% | $5,143-21.8% | $4,762-15.5% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,850+2.6% |
| Admin fee / account holder | $2,452 | $17,109-85.7% | $13,954-82.4% | $11,596-78.9% |