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 | $296,883 | $77,813+281.5% | $123,544+140.3% | $64,186+362.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 5.60% | 12.48%-6.9pp | 119.20%-113.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $36,113 | $3,014+1098.2% | $4,628+680.4% | $2,381+1416.8% |
| Participant deferral / active EE | $2,467 | $5,240-52.9% | $6,426-61.6% | $3,470-28.9% |
| Admin fee / account holder | $11,279 | $5,519+104.4% | $9,284+21.5% | $4,888+130.7% |