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 | $252,097 | $163,687+54.0% | $108,745+131.8% | $273,961-8.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 10.36% | 31.16%-20.8pp | 46.22%-35.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $13,867 | $4,711+194.3% | $3,323+317.3% | $4,869+184.8% |
| Participant deferral / active EE | $18,200 | $7,155+154.4% | $5,121+255.4% | $5,287+244.2% |
| Admin fee / account holder | $312,262 | $12,890+2322.5% | $6,144+4982.7% | $10,132+2982.0% |