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 | $266,634 | $150,440+77.2% | $136,294+95.6% | $147,584+80.7% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 19.56% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $14,120 | $5,256+168.6% | $4,695+200.7% | $4,876+189.6% |
| Participant deferral / active EE | $11,102 | $6,630+67.4% | $6,247+77.7% | $5,439+104.1% |
| Admin fee / account holder | $368 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |