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 | $299,005 | $89,355+234.6% | $141,162+111.8% | $72,985+309.7% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 323.87% | 111.85%+212.0pp | 71.39%+252.5pp | 81.00%+242.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,087 | $5,418-24.6% | $6,709-39.1% | $3,607+13.3% |
| Admin fee / account holder | $4,672 | $5,958-21.6% | $10,261-54.5% | $5,124-8.8% |