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 | $537,041 | $150,440+257.0% | $136,294+294.0% | $147,584+263.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.29% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $18,403 | $5,256+250.1% | $4,695+291.9% | $4,876+277.4% |
| Participant deferral / active EE | $3,315 | $6,630-50.0% | $6,247-46.9% | $5,439-39.1% |
| Admin fee / account holder | $61,449 | $10,905+463.5% | $9,243+564.8% | $10,885+464.5% |