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 | $366,106 | $171,865+113.0% | $149,718+144.5% | $147,584+148.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.39% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $17,974 | $6,275+186.4% | $5,445+230.1% | $4,876+268.6% |
| Participant deferral / active EE | $15,235 | $7,271+109.5% | $6,569+131.9% | $5,439+180.1% |
| Admin fee / account holder | $237,025 | $13,799+1617.6% | $11,283+2000.8% | $10,885+2077.5% |