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 | $269,530 | $72,277+272.9% | $101,248+166.2% | $79,858+237.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.37% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,184 | $2,692+129.8% | $3,660+69.0% | $2,471+150.3% |
| Participant deferral / active EE | $8,779 | $3,282+167.5% | $4,370+100.9% | $3,740+134.7% |
| Admin fee / account holder | $1,350 | $4,400-69.3% | $5,945-77.3% | $5,306-74.6% |