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 | $316,263 | $77,813+306.4% | $123,544+156.0% | $64,186+392.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 14.43% | 12.48%+1.9pp | 119.20%-104.8pp | 7.63%+6.8pp |
| Employer contribution / active EE | $4,800 | $3,014+59.3% | $4,628+3.7% | $2,381+101.6% |
| Participant deferral / active EE | $8,327 | $5,240+58.9% | $6,426+29.6% | $3,470+140.0% |
| Admin fee / account holder | $6,848 | $5,519+24.1% | $9,284-26.2% | $4,888+40.1% |