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 | $271,650 | $138,347+96.4% | $184,203+47.5% | $80,856+236.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 26.09% | 20.02%+6.1pp | 28.81%-2.7pp | 35.59%-9.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,817 | $7,071+95.4% | $9,131+51.3% | $4,296+221.6% |
| Admin fee / account holder | $26,600 | $10,483+153.7% | $13,901+91.4% | $6,918+284.5% |