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 | $269,174 | $115,882+132.3% | $100,516+167.8% | $158,922+69.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.54% | 34.79%-20.3pp | 30.89%-16.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,815 | $4,103+41.7% | $3,418+70.2% | $4,761+22.1% |
| Participant deferral / active EE | $18,000 | $6,674+169.7% | $6,270+187.1% | $5,982+200.9% |
| Admin fee / account holder | $954 | $10,995-91.3% | $8,081-88.2% | $11,246-91.5% |