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 | $286,283 | $80,717+254.7% | $154,803+84.9% | $84,808+237.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.93% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $14,659 | $2,761+430.9% | $4,305+240.5% | $2,631+457.2% |
| Participant deferral / active EE | $9,112 | $3,303+175.9% | $5,540+64.5% | $4,212+116.4% |
| Admin fee / account holder | $75,649 | $6,746+1021.4% | $14,329+427.9% | $7,344+930.1% |