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 | $292,991 | $209,411+39.9% | $178,490+64.2% | $158,922+84.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.44% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,451 | $5,706-74.6% | $5,011-71.0% | $4,761-69.5% |
| Participant deferral / active EE | $3,483 | $5,954-41.5% | $5,202-33.0% | $5,982-41.8% |
| Admin fee / account holder | $2,358 | $17,074-86.2% | $13,984-83.1% | $11,246-79.0% |