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 | $355,412 | $202,318+75.7% | $172,739+105.8% | $152,861+132.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.26% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $17,929 | $5,856+206.2% | $5,143+248.6% | $4,762+276.5% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,850+293.2% |
| Admin fee / account holder | $16,127 | $17,109-5.7% | $13,954+15.6% | $11,596+39.1% |