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 | $312,753 | $153,772+103.4% | $133,980+133.4% | $273,961+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.75% | 36.51%-30.8pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $17,071 | $6,029+183.2% | $5,211+227.6% | $4,869+250.6% |
| Participant deferral / active EE | $10,521 | $6,958+51.2% | $6,282+67.5% | $5,287+99.0% |
| Admin fee / account holder | $10,530 | $11,765-10.5% | $9,324+12.9% | $10,132+3.9% |