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 | $278,932 | $138,044+102.1% | $125,339+122.5% | $134,475+107.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.82% | 750.33%-747.5pp | 572.05%-569.2pp | 417.96%-415.1pp |
| Employer contribution / active EE | $11,135 | $5,243+112.4% | $4,814+131.3% | $4,740+134.9% |
| Participant deferral / active EE | $9,208 | $7,799+18.1% | $7,446+23.7% | $6,400+43.9% |
| Admin fee / account holder | $1,094 | $11,571-90.5% | $10,010-89.1% | $11,426-90.4% |