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 | $1,533,636 | $183,592+735.3% | $155,567+885.8% | $145,959+950.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.20% | 61.24%-34.0pp | 64.74%-37.5pp | 561.95%-534.8pp |
| Employer contribution / active EE | $16,901 | $5,315+218.0% | $4,674+261.6% | $4,661+262.6% |
| Participant deferral / active EE | $13,433 | $6,464+107.8% | $5,628+138.7% | $6,689+100.8% |
| Admin fee / account holder | $11,482 | $19,318-40.6% | $15,916-27.9% | $13,398-14.3% |