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 | $388,459 | $88,751+337.7% | $81,812+374.8% | $145,922+166.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 18.33% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $25,665 | $3,083+732.4% | $2,912+781.3% | $4,660+450.8% |
| Participant deferral / active EE | $16,131 | $4,643+247.4% | $4,319+273.5% | $6,688+141.2% |
| Admin fee / account holder | $54,236 | $8,415+544.5% | $7,386+634.3% | $13,397+304.8% |