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 | $257,912 | $80,717+219.5% | $154,803+66.6% | $84,808+204.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.38% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,709 | $2,761+215.4% | $4,305+102.3% | $2,631+231.0% |
| Participant deferral / active EE | $5,890 | $3,303+78.3% | $5,540+6.3% | $4,212+39.8% |
| Admin fee / account holder | $6,400 | $6,746-5.1% | $14,329-55.3% | $7,344-12.9% |