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 | $404,579 | $150,440+168.9% | $136,294+196.8% | $147,584+174.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $7,055 | $5,256+34.2% | $4,695+50.3% | $4,876+44.7% |
| Participant deferral / active EE | $9,346 | $6,630+41.0% | $6,247+49.6% | $5,439+71.8% |
| Admin fee / account holder | $4,786 | $10,905-56.1% | $9,243-48.2% | $10,885-56.0% |