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 | $275,571 | $138,347+99.2% | $184,203+49.6% | $80,856+240.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 28.51% | 20.02%+8.5pp | 28.81%-0.3pp | 35.59%-7.1pp |
| Employer contribution / active EE | $5,233 | $4,850+7.9% | $6,427-18.6% | $2,755+90.0% |
| Participant deferral / active EE | $11,023 | $7,071+55.9% | $9,131+20.7% | $4,296+156.6% |
| Admin fee / account holder | $6,488 | $10,483-38.1% | $13,901-53.3% | $6,918-6.2% |