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 | $328,899 | $171,865+91.4% | $149,718+119.7% | $147,584+122.9% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 18.58% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $19,259 | $6,275+206.9% | $5,445+253.7% | $4,876+295.0% |
| Participant deferral / active EE | $11,365 | $7,271+56.3% | $6,569+73.0% | $5,439+109.0% |
| Admin fee / account holder | $4,488 | $13,799-67.5% | $11,283-60.2% | $10,885-58.8% |