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 | $341,853 | $135,952+151.5% | $123,892+175.9% | $273,961+24.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $12,099 | $5,170+134.0% | $4,617+162.1% | $4,869+148.5% |
| Participant deferral / active EE | $11,087 | $6,343+74.8% | $5,984+85.3% | $5,287+109.7% |
| Admin fee / account holder | $2,250 | $9,817-77.1% | $8,357-73.1% | $10,132-77.8% |