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 | $295,473 | $181,894+62.4% | $156,549+88.7% | $273,961+7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.34% | 30.74%-17.4pp | 32.23%-18.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $14,711 | $6,248+135.4% | $5,501+167.4% | $4,869+202.1% |
| Participant deferral / active EE | $8,662 | $5,550+56.1% | $4,871+77.8% | $5,287+63.8% |
| Admin fee / account holder | $2,436 | $15,559-84.3% | $13,027-81.3% | $10,132-76.0% |