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 | $268,623 | $114,381+134.8% | $107,525+149.8% | $142,382+88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.52% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,367 | $4,015+33.7% | $3,754+43.0% | $4,299+24.8% |
| Participant deferral / active EE | $13,209 | $5,564+137.4% | $5,116+158.2% | $6,507+103.0% |
| Admin fee / account holder | $105,777 | $9,860+972.8% | $8,919+1086.0% | $12,624+737.9% |