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 | $330,325 | $76,552+331.5% | $123,892+166.6% | $62,891+425.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.01% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,907 | $2,883+174.3% | $4,617+71.3% | $2,281+246.7% |
| Participant deferral / active EE | $5,214 | $4,840+7.7% | $5,984-12.9% | $3,203+62.8% |
| Admin fee / account holder | $5,391 | $4,826+11.7% | $8,357-35.5% | $4,296+25.5% |