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 | $300,319 | $56,897+427.8% | $84,750+254.4% | $62,891+377.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.73% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $21,310 | $2,400+788.0% | $3,574+496.2% | $2,281+834.3% |
| Participant deferral / active EE | $10,379 | $2,709+283.1% | $3,712+179.6% | $3,203+224.1% |
| Admin fee / account holder | $6,773 | $3,581+89.1% | $5,332+27.0% | $4,296+57.7% |