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 | $349,836 | $150,440+132.5% | $136,294+156.7% | $147,584+137.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.68% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $14,288 | $5,256+171.8% | $4,695+204.3% | $4,876+193.0% |
| Participant deferral / active EE | $11,430 | $6,630+72.4% | $6,247+83.0% | $5,439+110.2% |
| Admin fee / account holder | $32,459 | $10,905+197.6% | $9,243+251.2% | $10,885+198.2% |