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 | $700,720 | $98,750+609.6% | $149,696+368.1% | $79,858+777.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 13.32% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $15,741 | $3,216+389.4% | $4,644+238.9% | $2,471+537.1% |
| Participant deferral / active EE | $11,327 | $5,680+99.4% | $6,842+65.6% | $3,740+202.9% |
| Admin fee / account holder | $66,056 | $6,053+991.4% | $9,309+609.6% | $5,306+1144.9% |