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 | $320,906 | $93,571+243.0% | $135,903+136.1% | $75,163+326.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.06% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $15,996 | $3,537+352.3% | $4,856+229.4% | $2,670+499.2% |
| Participant deferral / active EE | $5,370 | $6,404-16.1% | $7,758-30.8% | $4,125+30.2% |
| Admin fee / account holder | $15,318 | $6,975+119.6% | $10,762+42.3% | $5,651+171.1% |