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 | $261,706 | $78,103+235.1% | $289,028-9.5% | $116,875+123.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 12.76% | 15.26%-2.5pp | 243.94%-231.2pp | 16.29%-3.5pp |
| Employer contribution / active EE | $7,519 | $2,718+176.6% | $6,326+18.9% | $3,288+128.7% |
| Participant deferral / active EE | $5,867 | $2,921+100.8% | $4,804+22.1% | $3,885+51.0% |
| Admin fee / account holder | $84,978 | $8,683+878.7% | $14,050+504.8% | $12,263+593.0% |