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 | $286,240 | $150,440+90.3% | $136,294+110.0% | $147,584+94.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.62% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $8,319 | $5,256+58.3% | $4,695+77.2% | $4,876+70.6% |
| Participant deferral / active EE | $17,337 | $6,630+161.5% | $6,247+177.5% | $5,439+218.8% |
| Admin fee / account holder | $3,418 | $10,905-68.7% | $9,243-63.0% | $10,885-68.6% |