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 | $1,093,424 | $138,044+692.1% | $125,339+772.4% | $134,475+713.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.08% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,492 | $5,243+23.8% | $4,814+34.9% | $4,740+37.0% |
| Participant deferral / active EE | $11,900 | $7,799+52.6% | $7,446+59.8% | $6,400+85.9% |
| Admin fee / account holder | $190,038 | $11,571+1542.3% | $10,010+1798.6% | $11,426+1563.2% |