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 | $1,659,140 | $209,411+692.3% | $178,490+829.5% | $158,922+944.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.23% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $28,538 | $5,706+400.1% | $5,011+469.5% | $4,761+499.4% |
| Participant deferral / active EE | $13,813 | $5,954+132.0% | $5,202+165.5% | $5,982+130.9% |
| Admin fee / account holder | $903,451 | $17,074+5191.3% | $13,984+6360.7% | $11,246+7933.7% |