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 | $290,219 | $202,318+43.4% | $172,739+68.0% | $152,861+89.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.39% | 1029.65%-1009.3pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $5,603 | $5,856-4.3% | $5,143+9.0% | $4,762+17.7% |
| Participant deferral / active EE | $13,533 | $5,948+127.5% | $5,198+160.4% | $5,850+131.3% |
| Admin fee / account holder | $7,277 | $17,109-57.5% | $13,954-47.8% | $11,596-37.2% |