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 3-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 | $326,425 | $201,272+62.2% | $184,203+77.2% | $145,922+123.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.65% | 29.00%+0.7pp | 28.81%+0.8pp | 561.29%-531.6pp |
| Employer contribution / active EE | $22,873 | $7,022+225.8% | $6,427+255.9% | $4,660+390.9% |
| Participant deferral / active EE | $22,700 | $9,806+131.5% | $9,131+148.6% | $6,688+239.4% |
| Admin fee / account holder | $58,146 | $16,364+255.3% | $13,901+318.3% | $13,397+334.0% |