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 | $408,522 | $202,318+101.9% | $172,739+136.5% | $152,861+167.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.33% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $18,155 | $5,856+210.0% | $5,143+253.0% | $4,762+281.2% |
| Participant deferral / active EE | $10,585 | $5,948+78.0% | $5,198+103.6% | $5,850+80.9% |
| Admin fee / account holder | $950 | $17,109-94.4% | $13,954-93.2% | $11,596-91.8% |