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 | $260,256 | $54,726+375.6% | $68,793+278.3% | $64,186+305.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 8.62% | -1.62%+10.2pp | -4.63%+13.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,863 | $1,846+0.9% | $2,625-29.0% | $2,381-21.8% |
| Participant deferral / active EE | $15,083 | $2,626+474.3% | $3,311+355.5% | $3,470+334.7% |
| Admin fee / account holder | $45,572 | $4,027+1031.7% | $5,131+788.2% | $4,888+832.3% |