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 | $272,699 | $171,865+58.7% | $149,718+82.1% | $147,584+84.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.88% | 2113.22%-2087.3pp | 1501.63%-1475.8pp | 578.55%-552.7pp |
| Employer contribution / active EE | $8,404 | $6,275+33.9% | $5,445+54.3% | $4,876+72.3% |
| Participant deferral / active EE | $8,233 | $7,271+13.2% | $6,569+25.3% | $5,439+51.4% |
| Admin fee / account holder | $483 | $13,799-96.5% | $11,283-95.7% | $10,885-95.6% |