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 | $1,146,710 | $158,398+623.9% | $126,539+806.2% | $142,382+705.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 15.93% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $27,097 | $4,650+482.7% | $3,674+637.5% | $4,299+530.3% |
| Participant deferral / active EE | $28,109 | $4,767+489.7% | $4,083+588.5% | $6,507+332.0% |
| Admin fee / account holder | $15,373 | $6,918+122.2% | $6,065+153.5% | $12,624+21.8% |