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 | $319,499 | $109,359+192.2% | $162,163+97.0% | $72,985+337.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.93% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $9,398 | $3,907+140.5% | $5,614+67.4% | $2,440+285.2% |
| Participant deferral / active EE | $6,798 | $5,481+24.0% | $7,298-6.8% | $3,607+88.5% |
| Admin fee / account holder | $1,899 | $7,972-76.2% | $10,843-82.5% | $5,124-62.9% |