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 | $354,242 | $102,317+246.2% | $146,958+141.1% | $80,856+338.1% |
| Participation rate | 72.9% | 75.8%-3.0pp | 82.2%-9.3pp | 67.6%+5.2pp |
| Annual return | 13.96% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,744 | $6,644+16.6% | $8,070-4.0% | $4,296+80.3% |
| Admin fee / account holder | $23,895 | $7,941+200.9% | $12,998+83.8% | $6,918+245.4% |