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 | $264,847 | $109,413+142.1% | $156,263+69.5% | $84,808+212.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.63% | 20.18%-5.6pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $8,821 | $2,907+203.4% | $4,333+103.6% | $2,631+235.3% |
| Participant deferral / active EE | $11,718 | $4,590+155.3% | $6,158+90.3% | $4,212+178.2% |
| Admin fee / account holder | $672 | $9,357-92.8% | $14,255-95.3% | $7,344-90.8% |