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 | $305,874 | $150,440+103.3% | $136,294+124.4% | $147,584+107.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,828 | $5,256-8.1% | $4,695+2.8% | $4,876-1.0% |
| Participant deferral / active EE | $13,113 | $6,630+97.8% | $6,247+109.9% | $5,439+141.1% |
| Admin fee / account holder | $1,001 | $10,905-90.8% | $9,243-89.2% | $10,885-90.8% |