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 | $324,882 | $76,552+324.4% | $123,892+162.2% | $62,891+416.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.90% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,077 | $2,883+180.2% | $4,617+74.9% | $2,281+254.1% |
| Participant deferral / active EE | $4,950 | $4,840+2.3% | $5,984-17.3% | $3,203+54.5% |
| Admin fee / account holder | $10,010 | $4,826+107.4% | $8,357+19.8% | $4,296+133.0% |