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 | $323,457 | $106,749+203.0% | $145,433+122.4% | $82,448+292.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.01% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $4,203 | $3,444+22.0% | $4,554-7.7% | $2,551+64.8% |
| Participant deferral / active EE | $14,247 | $6,519+118.6% | $7,897+80.4% | $4,139+244.2% |
| Admin fee / account holder | $4,688 | $8,390-44.1% | $13,129-64.3% | $7,234-35.2% |