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 | $575,213 | $183,963+212.7% | $162,163+254.7% | $152,861+276.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 78.74% | 150.76%-72.0pp | 115.59%-36.9pp | 345.32%-266.6pp |
| Employer contribution / active EE | $24,321 | $6,371+281.8% | $5,614+333.2% | $4,762+410.7% |
| Participant deferral / active EE | $12,512 | $8,034+55.7% | $7,298+71.4% | $5,850+113.9% |
| Admin fee / account holder | $30,985 | $13,121+136.1% | $10,843+185.8% | $11,596+167.2% |