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 | $339,485 | $138,044+145.9% | $125,339+170.9% | $134,475+152.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.21% | 750.33%-751.5pp | 572.05%-573.3pp | 417.96%-419.2pp |
| Employer contribution / active EE | $9,695 | $5,243+84.9% | $4,814+101.4% | $4,740+104.6% |
| Participant deferral / active EE | $20,750 | $7,799+166.1% | $7,446+178.7% | $6,400+224.2% |
| Admin fee / account holder | $167,800 | $11,571+1350.1% | $10,010+1576.4% | $11,426+1368.6% |