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 | $329,477 | $167,307+96.9% | $143,757+129.2% | $134,475+145.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.91% | 0.46%+6.5pp | -0.04%+7.0pp | 417.96%-411.1pp |
| Employer contribution / active EE | $15,449 | $5,619+174.9% | $4,951+212.0% | $4,740+226.0% |
| Participant deferral / active EE | $20,622 | $6,446+219.9% | $5,637+265.8% | $6,400+222.2% |
| Admin fee / account holder | $12,725 | $18,088-29.6% | $14,673-13.3% | $11,426+11.4% |