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 | $324,379 | $171,865+88.7% | $149,718+116.7% | $147,584+119.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.65% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,597 | $6,275-74.5% | $5,445-70.7% | $4,876-67.2% |
| Participant deferral / active EE | $8,505 | $7,271+17.0% | $6,569+29.5% | $5,439+56.4% |
| Admin fee / account holder | $15,652 | $13,799+13.4% | $11,283+38.7% | $10,885+43.8% |