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 | $256,631 | $58,208+340.9% | $81,812+213.7% | $80,856+217.4% |
| Participation rate | 98.0% | 63.4%+34.6pp | 72.3%+25.7pp | 67.6%+30.4pp |
| Annual return | 241.52% | 41.66%+199.9pp | 773.79%-532.3pp | 35.59%+205.9pp |
| Employer contribution / active EE | $4,937 | $2,340+111.0% | $2,912+69.5% | $2,755+79.2% |
| Participant deferral / active EE | $7,778 | $3,281+137.1% | $4,319+80.1% | $4,296+81.1% |
| Admin fee / account holder | $16,943 | $4,981+240.1% | $7,386+129.4% | $6,918+144.9% |