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 | $268,250 | $78,103+243.5% | $289,028-7.2% | $116,875+129.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 14.32% | 15.26%-0.9pp | 243.94%-229.6pp | 16.29%-2.0pp |
| Employer contribution / active EE | $2,148 | $2,718-21.0% | $6,326-66.0% | $3,288-34.7% |
| Participant deferral / active EE | $4,970 | $2,921+70.1% | $4,804+3.5% | $3,885+27.9% |
| Admin fee / account holder | $11,765 | $8,683+35.5% | $14,050-16.3% | $12,263-4.1% |