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 | $470,537 | $171,865+173.8% | $149,718+214.3% | $147,584+218.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.84% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $7,928 | $6,275+26.3% | $5,445+45.6% | $4,876+62.6% |
| Participant deferral / active EE | $15,386 | $7,271+111.6% | $6,569+134.2% | $5,439+182.9% |
| Admin fee / account holder | $345 | $13,799-97.5% | $11,283-96.9% | $10,885-96.8% |