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 | $1,024,936 | $198,466+416.4% | $170,442+501.3% | $147,584+594.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.51% | 257.29%-231.8pp | 205.93%-180.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $39,201 | $6,184+534.0% | $5,433+621.6% | $4,876+703.9% |
| Participant deferral / active EE | $8,529 | $5,629+51.5% | $4,939+72.7% | $5,439+56.8% |
| Admin fee / account holder | $8,560 | $16,852-49.2% | $13,880-38.3% | $10,885-21.4% |