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 | $326,087 | $169,032+92.9% | $129,207+152.4% | $145,922+123.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.49% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $9,417 | $5,537+70.1% | $4,153+126.7% | $4,660+102.1% |
| Participant deferral / active EE | $6,997 | $4,987+40.3% | $4,168+67.9% | $6,688+4.6% |
| Admin fee / account holder | $1,234 | $9,954-87.6% | $7,715-84.0% | $13,397-90.8% |