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 | $308,121 | $86,929+254.5% | $102,423+200.8% | $80,856+281.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.44% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $14,721 | $2,369+521.3% | $3,023+386.9% | $2,755+434.4% |
| Participant deferral / active EE | $12,210 | $4,118+196.5% | $5,053+141.6% | $4,296+184.2% |
| Admin fee / account holder | $72,225 | $8,049+797.3% | $9,451+664.2% | $6,918+944.0% |