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 | $274,721 | $171,865+59.8% | $149,718+83.5% | $147,584+86.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.98% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $9,711 | $6,275+54.8% | $5,445+78.3% | $4,876+99.1% |
| Participant deferral / active EE | $16,401 | $7,271+125.6% | $6,569+149.7% | $5,439+201.6% |
| Admin fee / account holder | $127,758 | $13,799+825.8% | $11,283+1032.3% | $10,885+1073.7% |