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 | $1,189,153 | $165,912+616.7% | $122,332+872.1% | $147,584+705.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.47% | 34.55%-17.1pp | 30.27%-12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $16,000 | $5,754+178.0% | $4,050+295.0% | $4,876+228.1% |
| Participant deferral / active EE | $14,987 | $4,005+274.2% | $3,287+356.0% | $5,439+175.6% |
| Admin fee / account holder | $32,005 | $7,424+331.1% | $5,478+484.3% | $10,885+194.0% |