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 | $380,019 | $202,318+87.8% | $172,739+120.0% | $152,861+148.6% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 61.77% | 1029.65%-967.9pp | 802.84%-741.1pp | 345.32%-283.5pp |
| Employer contribution / active EE | $12,651 | $5,856+116.0% | $5,143+146.0% | $4,762+165.6% |
| Participant deferral / active EE | $20,091 | $5,948+237.8% | $5,198+286.5% | $5,850+243.4% |
| Admin fee / account holder | $5,876 | $17,109-65.7% | $13,954-57.9% | $11,596-49.3% |