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 | $510,661 | $171,865+197.1% | $149,718+241.1% | $147,584+246.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.17% | 2113.22%-2095.0pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $11,957 | $6,275+90.5% | $5,445+119.6% | $4,876+145.2% |
| Participant deferral / active EE | $13,127 | $7,271+80.5% | $6,569+99.8% | $5,439+141.4% |
| Admin fee / account holder | $21,977 | $13,799+59.3% | $11,283+94.8% | $10,885+101.9% |