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 | $322,453 | $146,267+120.5% | $197,124+63.6% | $82,448+291.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.24% | 29.61%-7.4pp | 44.34%-22.1pp | 41.64%-19.4pp |
| Employer contribution / active EE | $45,886 | $4,723+871.5% | $6,227+636.8% | $2,551+1698.8% |
| Participant deferral / active EE | $20,100 | $7,035+185.7% | $9,135+120.0% | $4,139+385.6% |
| Admin fee / account holder | $4,979 | $14,422-65.5% | $16,298-69.4% | $7,234-31.2% |