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 | $314,068 | $127,386+146.5% | $115,037+173.0% | $125,391+150.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.36% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $7,154 | $5,166+38.5% | $4,608+55.3% | $4,866+47.0% |
| Participant deferral / active EE | $12,018 | $6,423+87.1% | $6,026+99.4% | $5,352+124.6% |
| Admin fee / account holder | $123,297 | $9,516+1195.6% | $8,175+1408.2% | $9,540+1192.4% |