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 | $1,040,086 | $209,411+396.7% | $178,490+482.7% | $158,922+554.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.68% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,604 | $5,706-54.4% | $5,011-48.0% | $4,761-45.3% |
| Participant deferral / active EE | $7,950 | $5,954+33.5% | $5,202+52.8% | $5,982+32.9% |
| Admin fee / account holder | $550,339 | $17,074+3123.2% | $13,984+3835.5% | $11,246+4793.8% |