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 | $1,492,773 | $159,602+835.3% | $150,045+894.9% | $142,382+948.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 46.23% | 70.24%-24.0pp | 62.55%-16.3pp | 217.08%-170.8pp |
| Employer contribution / active EE | $11,888 | $4,961+139.6% | $4,693+153.3% | $4,299+176.5% |
| Participant deferral / active EE | $19,971 | $8,310+140.3% | $7,997+149.7% | $6,507+206.9% |
| Admin fee / account holder | $300,000 | $14,846+1920.7% | $13,435+2133.0% | $12,624+2276.5% |