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 | $278,332 | $54,762+408.3% | $90,281+208.3% | $72,985+281.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.37% | 30.63%-8.3pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $11,599 | $2,092+454.3% | $2,854+306.4% | $2,440+375.4% |
| Participant deferral / active EE | $10,057 | $2,887+248.3% | $3,885+158.8% | $3,607+178.8% |
| Admin fee / account holder | $12,438 | $3,972+213.1% | $5,351+132.4% | $5,124+142.7% |