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 | $286,788 | $98,750+190.4% | $149,696+91.6% | $79,858+259.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.46% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,419 | $3,216+68.5% | $4,644+16.7% | $2,471+119.3% |
| Participant deferral / active EE | $7,604 | $5,680+33.9% | $6,842+11.1% | $3,740+103.3% |
| Admin fee / account holder | $8,443 | $6,053+39.5% | $9,309-9.3% | $5,306+59.1% |