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 | $509,800 | $111,724+356.3% | $93,606+444.6% | $145,922+249.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 7.85% | 202.98%-195.1pp | 133.20%-125.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,323 | $3,090-24.8% | $2,420-4.0% | $4,660-50.1% |
| Participant deferral / active EE | $10,634 | $4,912+116.5% | $4,411+141.1% | $6,688+59.0% |
| Admin fee / account holder | $918 | $10,250-91.0% | $8,285-88.9% | $13,397-93.2% |