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 | $489,246 | $165,335+195.9% | $149,696+226.8% | $158,922+207.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 98.95% | 348.15%-249.2pp | 276.60%-177.7pp | 302.83%-203.9pp |
| Employer contribution / active EE | $6,470 | $5,103+26.8% | $4,644+39.3% | $4,761+35.9% |
| Participant deferral / active EE | $8,115 | $7,181+13.0% | $6,842+18.6% | $5,982+35.7% |
| Admin fee / account holder | $1,270 | $10,807-88.2% | $9,309-86.4% | $11,246-88.7% |