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 | $261,787 | $87,013+200.9% | $106,213+146.5% | $80,856+223.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.80% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $9,459 | $2,395+294.9% | $3,171+198.3% | $2,755+243.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,351 | $8,431+10.9% | $11,033-15.2% | $6,918+35.2% |