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 | $346,843 | $88,751+290.8% | $81,812+324.0% | $145,922+137.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $24,413 | $3,083+691.8% | $2,912+738.3% | $4,660+423.9% |
| Participant deferral / active EE | $16,800 | $4,643+261.8% | $4,319+289.0% | $6,688+151.2% |
| Admin fee / account holder | $118,009 | $8,415+1302.3% | $7,386+1497.7% | $13,397+780.9% |