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 | $278,452 | $150,440+85.1% | $136,294+104.3% | $147,584+88.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.30% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $7,596 | $5,256+44.5% | $4,695+61.8% | $4,876+55.8% |
| Participant deferral / active EE | $12,504 | $6,630+88.6% | $6,247+100.2% | $5,439+129.9% |
| Admin fee / account holder | $18,918 | $10,905+73.5% | $9,243+104.7% | $10,885+73.8% |