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 | $502,962 | $88,751+466.7% | $81,812+514.8% | $145,922+244.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 13.91% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $13,422 | $3,083+335.3% | $2,912+360.9% | $4,660+188.0% |
| Participant deferral / active EE | $11,129 | $4,643+139.7% | $4,319+157.7% | $6,688+66.4% |
| Admin fee / account holder | $92,424 | $8,415+998.3% | $7,386+1151.3% | $13,397+589.9% |