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 | $274,415 | $80,717+240.0% | $154,803+77.3% | $84,808+223.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.67% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,701 | $2,761+34.0% | $4,305-14.0% | $2,631+40.7% |
| Participant deferral / active EE | $4,458 | $3,303+35.0% | $5,540-19.5% | $4,212+5.9% |
| Admin fee / account holder | $16,626 | $6,746+146.5% | $14,329+16.0% | $7,344+126.4% |