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 | $572,710 | $82,664+592.8% | $125,339+356.9% | $68,494+736.1% |
| Participation rate | 96.9% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.0pp |
| Annual return | 8.52% | -5.97%+14.5pp | 572.05%-563.5pp | -7.84%+16.4pp |
| Employer contribution / active EE | $16,056 | $3,381+374.9% | $4,814+233.5% | $2,596+518.4% |
| Participant deferral / active EE | $11,621 | $6,110+90.2% | $7,446+56.1% | $4,027+188.6% |
| Admin fee / account holder | $10,593 | $6,275+68.8% | $10,010+5.8% | $5,403+96.1% |