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 | $495,726 | $104,486+374.4% | $76,817+545.3% | $152,861+224.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 26.82% | 1013.37%-986.6pp | 1166.11%-1139.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $5,260 | $3,116+68.8% | $2,302+128.5% | $4,762+10.5% |
| Participant deferral / active EE | $4,693 | $4,236+10.8% | $3,336+40.7% | $5,850-19.8% |
| Admin fee / account holder | $20,668 | $12,275+68.4% | $6,420+221.9% | $11,596+78.2% |