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 | $653,786 | $98,750+562.1% | $149,696+336.7% | $79,858+718.7% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 17.86% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $16,723 | $3,216+419.9% | $4,644+260.1% | $2,471+576.8% |
| Participant deferral / active EE | $14,987 | $5,680+163.9% | $6,842+119.1% | $3,740+300.7% |
| Admin fee / account holder | $50,821 | $6,053+739.7% | $9,309+446.0% | $5,306+857.8% |