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 | $310,324 | $153,772+101.8% | $133,980+131.6% | $273,961+13.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.91% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.5pp |
| Employer contribution / active EE | $4,248 | $6,029-29.5% | $5,211-18.5% | $4,869-12.7% |
| Participant deferral / active EE | $11,952 | $6,958+71.8% | $6,282+90.3% | $5,287+126.1% |
| Admin fee / account holder | $308 | $11,765-97.4% | $9,324-96.7% | $10,132-97.0% |