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 | $328,503 | $150,440+118.4% | $136,294+141.0% | $147,584+122.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $11,799 | $5,256+124.5% | $4,695+151.3% | $4,876+142.0% |
| Participant deferral / active EE | $14,453 | $6,630+118.0% | $6,247+131.4% | $5,439+165.8% |
| Admin fee / account holder | $27,314 | $10,905+150.5% | $9,243+195.5% | $10,885+150.9% |