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 | $451,000 | $111,724+303.7% | $93,606+381.8% | $145,922+209.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 13.44% | 202.98%-189.5pp | 133.20%-119.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,104 | $3,090-31.9% | $2,420-13.1% | $4,660-54.9% |
| Participant deferral / active EE | $4,654 | $4,912-5.3% | $4,411+5.5% | $6,688-30.4% |
| Admin fee / account holder | $8,479 | $10,250-17.3% | $8,285+2.3% | $13,397-36.7% |