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 | $315,390 | $88,751+255.4% | $81,812+285.5% | $145,922+116.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 16.23% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $23,883 | $3,083+674.6% | $2,912+720.1% | $4,660+412.6% |
| Participant deferral / active EE | $17,256 | $4,643+271.6% | $4,319+299.6% | $6,688+158.0% |
| Admin fee / account holder | $17,392 | $8,415+106.7% | $7,386+135.5% | $13,397+29.8% |