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 | $504,128 | $171,865+193.3% | $149,718+236.7% | $147,584+241.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.14% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $31,484 | $6,275+401.7% | $5,445+478.2% | $4,876+545.7% |
| Participant deferral / active EE | $15,496 | $7,271+113.1% | $6,569+135.9% | $5,439+184.9% |
| Admin fee / account holder | $10,765 | $13,799-22.0% | $11,283-4.6% | $10,885-1.1% |