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 | $376,596 | $109,881+242.7% | $150,045+151.0% | $84,808+344.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.88% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $13,602 | $3,561+281.9% | $4,693+189.8% | $2,631+417.0% |
| Participant deferral / active EE | $6,316 | $6,636-4.8% | $7,997-21.0% | $4,212+50.0% |
| Admin fee / account holder | $2,749 | $8,568-67.9% | $13,435-79.5% | $7,344-62.6% |