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 5-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 | $275,142 | $109,881+150.4% | $150,045+83.4% | $84,808+224.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.43% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,077 | $3,561+98.7% | $4,693+50.8% | $2,631+169.0% |
| Participant deferral / active EE | $13,182 | $6,636+98.7% | $7,997+64.8% | $4,212+213.0% |
| Admin fee / account holder | $13,306 | $8,568+55.3% | $13,435-1.0% | $7,344+81.2% |