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 | $408,040 | $102,317+298.8% | $146,958+177.7% | $80,856+404.6% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,474 | $3,713-33.4% | $4,933-49.9% | $2,755-10.2% |
| Participant deferral / active EE | $10,134 | $6,644+52.5% | $8,070+25.6% | $4,296+135.9% |
| Admin fee / account holder | $82,421 | $7,941+937.9% | $12,998+534.1% | $6,918+1091.4% |