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 7-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 | $371,810 | $180,749+105.7% | $160,784+131.2% | $137,256+170.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 69.89% | 2234.46%-2164.6pp | 1803.92%-1734.0pp | 220.34%-150.5pp |
| Employer contribution / active EE | $2,052 | $4,155-50.6% | $3,733-45.0% | $4,156-50.6% |
| Participant deferral / active EE | $18,000 | $6,844+163.0% | $6,293+186.0% | $6,407+181.0% |
| Admin fee / account holder | $3,051 | $10,397-70.7% | $9,717-68.6% | $12,270-75.1% |