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 | $264,619 | $78,422+237.4% | $95,952+175.8% | $79,858+231.4% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 13.50% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,942 | $3,440+43.7% | $4,167+18.6% | $3,740+32.1% |
| Admin fee / account holder | $8,219 | $5,622+46.2% | $6,795+21.0% | $5,306+54.9% |