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 | $429,741 | $111,724+284.6% | $93,606+359.1% | $145,922+194.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 18.41% | 202.98%-184.6pp | 133.20%-114.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,074 | $3,090-65.2% | $2,420-55.6% | $4,660-77.0% |
| Participant deferral / active EE | $3,194 | $4,912-35.0% | $4,411-27.6% | $6,688-52.2% |
| Admin fee / account holder | $25,822 | $10,250+151.9% | $8,285+211.7% | $13,397+92.7% |