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 | $277,792 | $76,552+262.9% | $123,892+124.2% | $62,891+341.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.60% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,655 | $2,883+165.6% | $4,617+65.8% | $2,281+235.6% |
| Participant deferral / active EE | $5,946 | $4,840+22.9% | $5,984-0.6% | $3,203+85.7% |
| Admin fee / account holder | $12,340 | $4,826+155.7% | $8,357+47.7% | $4,296+187.3% |