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 | $264,278 | $150,440+75.7% | $136,294+93.9% | $147,584+79.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.57% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,723 | $5,256+8.9% | $4,695+21.9% | $4,876+17.4% |
| Participant deferral / active EE | $9,716 | $6,630+46.5% | $6,247+55.5% | $5,439+78.6% |
| Admin fee / account holder | $8,129 | $10,905-25.5% | $9,243-12.1% | $10,885-25.3% |