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 7-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 | $262,977 | $77,634+238.7% | $156,549+68.0% | $62,891+318.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.16% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,286 | $3,444+24.5% | $5,501-22.1% | $2,281+87.9% |
| Participant deferral / active EE | $5,568 | $3,045+82.8% | $4,871+14.3% | $3,203+73.8% |
| Admin fee / account holder | $14,452 | $5,561+159.9% | $13,027+10.9% | $4,296+236.4% |