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 | $250,873 | $202,318+24.0% | $172,739+45.2% | $152,861+64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.58% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $15,149 | $5,856+158.7% | $5,143+194.6% | $4,762+218.1% |
| Participant deferral / active EE | $9,851 | $5,948+65.6% | $5,198+89.5% | $5,850+68.4% |
| Admin fee / account holder | $20,895 | $17,109+22.1% | $13,954+49.7% | $11,596+80.2% |