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 | $1,026,293 | $150,440+582.2% | $136,294+653.0% | $147,584+595.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 35.65% | 1049.08%-1013.4pp | 5155.94%-5120.3pp | 578.55%-542.9pp |
| Employer contribution / active EE | $9,869 | $5,256+87.8% | $4,695+110.2% | $4,876+102.4% |
| Participant deferral / active EE | $9,612 | $6,630+45.0% | $6,247+53.9% | $5,439+76.7% |
| Admin fee / account holder | $91,010 | $10,905+734.6% | $9,243+884.6% | $10,885+736.1% |