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 | $1,376,027 | $177,572+674.9% | $154,803+788.9% | $142,382+866.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.87% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $26,397 | $4,810+448.7% | $4,305+513.1% | $4,299+514.0% |
| Participant deferral / active EE | $18,063 | $6,272+188.0% | $5,540+226.0% | $6,507+177.6% |
| Admin fee / account holder | $55,883 | $16,786+232.9% | $14,329+290.0% | $12,624+342.7% |