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 | $1,270,754 | $202,318+528.1% | $172,739+635.7% | $152,861+731.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.41% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $22,259 | $5,856+280.1% | $5,143+332.8% | $4,762+367.4% |
| Participant deferral / active EE | $17,690 | $5,948+197.4% | $5,198+240.4% | $5,850+202.4% |
| Admin fee / account holder | $756,668 | $17,109+4322.7% | $13,954+5322.6% | $11,596+6425.0% |