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 8-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 | $1,069,711 | $109,817+874.1% | $98,442+986.6% | $167,490+538.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1333.01% | 1956.69%-623.7pp | 1492.73%-159.7pp | 478.56%+854.4pp |
| Employer contribution / active EE | $32,591 | $3,224+910.9% | $2,960+1001.1% | $4,837+573.7% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,341+53.8% |
| Admin fee / account holder | $623 | $6,753-90.8% | $5,949-89.5% | $12,309-94.9% |