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 | $463,196 | $70,606+556.0% | $53,898+759.4% | $142,382+225.3% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 35.95% | 619.81%-583.9pp | 528.60%-492.7pp | 217.08%-181.1pp |
| Employer contribution / active EE | $2,883 | $1,202+139.9% | $932+209.3% | $4,299-32.9% |
| Participant deferral / active EE | $20,353 | $2,364+761.0% | $1,826+1014.4% | $6,507+212.8% |
| Admin fee / account holder | $515 | $2,852-81.9% | $2,491-79.3% | $12,624-95.9% |