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 | $1,327,485 | $183,519+623.3% | $155,509+753.6% | $145,922+809.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 58.56% | 61.17%-2.6pp | 64.67%-6.1pp | 561.29%-502.7pp |
| Employer contribution / active EE | $16,307 | $5,313+206.9% | $4,672+249.0% | $4,660+250.0% |
| Participant deferral / active EE | $10,859 | $6,462+68.0% | $5,626+93.0% | $6,688+62.4% |
| Admin fee / account holder | $35,877 | $19,313+85.8% | $15,912+125.5% | $13,397+167.8% |