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 | $1,039,946 | $177,572+485.6% | $154,803+571.8% | $142,382+630.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $49,776 | $4,810+934.7% | $4,305+1056.1% | $4,299+1057.8% |
| Participant deferral / active EE | $10,384 | $6,272+65.6% | $5,540+87.4% | $6,507+59.6% |
| Admin fee / account holder | $4,441 | $16,786-73.5% | $14,329-69.0% | $12,624-64.8% |