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 | $451,550 | $101,724+343.9% | $164,813+174.0% | $80,856+458.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.38% | 16.72%-2.3pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $13,280 | $2,953+349.6% | $4,341+205.9% | $2,755+382.1% |
| Participant deferral / active EE | $12,331 | $4,477+175.4% | $6,031+104.4% | $4,296+187.0% |
| Admin fee / account holder | $51,684 | $8,227+528.2% | $12,690+307.3% | $6,918+647.1% |