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 | $365,938 | $181,894+101.2% | $156,549+133.8% | $273,961+33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.12% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $19,502 | $6,248+212.1% | $5,501+254.5% | $4,869+300.6% |
| Participant deferral / active EE | $12,845 | $5,550+131.4% | $4,871+163.7% | $5,287+142.9% |
| Admin fee / account holder | $1,054 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |