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 | $339,183 | $102,828+229.9% | $105,387+221.8% | $152,861+121.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.46% | 20.85%+10.6pp | 26.82%+4.6pp | 345.32%-313.9pp |
| Employer contribution / active EE | $8,772 | $4,473+96.1% | $4,213+108.2% | $4,762+84.2% |
| Participant deferral / active EE | $7,328 | $5,465+34.1% | $5,502+33.2% | $5,850+25.3% |
| Admin fee / account holder | $6,187 | $8,683-28.7% | $6,559-5.7% | $11,596-46.6% |