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 | $1,025,861 | $201,272+409.7% | $184,203+456.9% | $145,922+603.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 21.25% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $11,303 | $7,022+61.0% | $6,427+75.9% | $4,660+142.6% |
| Participant deferral / active EE | $21,107 | $9,806+115.2% | $9,131+131.2% | $6,688+215.6% |
| Admin fee / account holder | $991 | $16,364-93.9% | $13,901-92.9% | $13,397-92.6% |