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 | $334,823 | $81,248+312.1% | $155,509+115.3% | $80,856+314.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.79% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $10,268 | $3,100+231.2% | $4,672+119.8% | $2,755+272.7% |
| Participant deferral / active EE | $6,806 | $3,452+97.2% | $5,626+21.0% | $4,296+58.4% |
| Admin fee / account holder | $7,427 | $7,997-7.1% | $15,912-53.3% | $6,918+7.4% |