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 | $339,686 | $153,772+120.9% | $133,980+153.5% | $273,961+24.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.49% | 36.51%-20.0pp | 29.30%-12.8pp | 41.45%-25.0pp |
| Employer contribution / active EE | $9,620 | $6,029+59.6% | $5,211+84.6% | $4,869+97.6% |
| Participant deferral / active EE | $10,669 | $6,958+53.3% | $6,282+69.8% | $5,287+101.8% |
| Admin fee / account holder | $1,529 | $11,765-87.0% | $9,324-83.6% | $10,132-84.9% |