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 | $491,842 | $98,240+400.7% | $82,313+497.5% | $147,584+233.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 17.21% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $10,000 | $3,192+213.3% | $2,428+311.8% | $4,876+105.1% |
| Participant deferral / active EE | $3,249 | $4,383-25.9% | $3,706-12.3% | $5,439-40.3% |
| Admin fee / account holder | $17,264 | $8,563+101.6% | $5,608+207.9% | $10,885+58.6% |