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 | $271,272 | $109,881+146.9% | $150,045+80.8% | $84,808+219.9% |
| Participation rate | 71.8% | 76.1%-4.3pp | 82.3%-10.5pp | 68.3%+3.5pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,240 | $3,561+47.2% | $4,693+11.7% | $2,631+99.2% |
| Participant deferral / active EE | $8,402 | $6,636+26.6% | $7,997+5.1% | $4,212+99.5% |
| Admin fee / account holder | $22,939 | $8,568+167.7% | $13,435+70.7% | $7,344+212.4% |