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 | $1,150,988 | $185,822+519.4% | $169,993+577.1% | $139,434+725.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.01% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $20,985 | $7,590+176.5% | $6,785+209.3% | $4,751+341.7% |
| Participant deferral / active EE | $14,602 | $11,622+25.6% | $10,408+40.3% | $6,710+117.6% |
| Admin fee / account holder | $25,209 | $15,381+63.9% | $12,815+96.7% | $11,403+121.1% |