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 | $261,938 | $132,239+98.1% | $105,722+147.8% | $273,961-4.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.41% | 10.07%-1.7pp | 12.25%-3.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,320 | $4,867-31.8% | $4,079-18.6% | $4,869-31.8% |
| Participant deferral / active EE | $10,627 | $6,233+70.5% | $5,326+99.5% | $5,287+101.0% |
| Admin fee / account holder | $1,525 | $12,032-87.3% | $8,308-81.6% | $10,132-85.0% |