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 | $262,434 | $153,772+70.7% | $133,980+95.9% | $273,961-4.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $15,660 | $6,029+159.7% | $5,211+200.5% | $4,869+221.6% |
| Participant deferral / active EE | $15,396 | $6,958+121.3% | $6,282+145.1% | $5,287+191.2% |
| Admin fee / account holder | $1,944 | $11,765-83.5% | $9,324-79.1% | $10,132-80.8% |