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 | $334,988 | $150,440+122.7% | $136,294+145.8% | $147,584+127.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.07% | 1049.08%-1016.0pp | 5155.94%-5122.9pp | 578.55%-545.5pp |
| Employer contribution / active EE | $7,941 | $5,256+51.1% | $4,695+69.1% | $4,876+62.9% |
| Participant deferral / active EE | $10,500 | $6,630+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $29,536 | $10,905+170.8% | $9,243+219.5% | $10,885+171.3% |