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 | $495,696 | $114,047+334.6% | $96,139+415.6% | $167,490+196.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.57% | 189.88%-173.3pp | 191.94%-175.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,750 | $3,427-19.8% | $2,797-1.7% | $4,837-43.2% |
| Participant deferral / active EE | $22,000 | $5,194+323.6% | $4,349+405.9% | $6,341+246.9% |
| Admin fee / account holder | $1,750 | $6,897-74.6% | $5,537-68.4% | $12,309-85.8% |