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 | $521,706 | $181,894+186.8% | $156,549+233.3% | $273,961+90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.56% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $10,746 | $6,248+72.0% | $5,501+95.3% | $4,869+120.7% |
| Participant deferral / active EE | $7,588 | $5,550+36.7% | $4,871+55.8% | $5,287+43.5% |
| Admin fee / account holder | $1,286 | $15,559-91.7% | $13,027-90.1% | $10,132-87.3% |