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 | $315,836 | $80,717+291.3% | $154,803+104.0% | $84,808+272.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.05% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $12,551 | $2,761+354.5% | $4,305+191.5% | $2,631+377.1% |
| Participant deferral / active EE | $8,114 | $3,303+145.6% | $5,540+46.4% | $4,212+92.7% |
| Admin fee / account holder | $8,373 | $6,746+24.1% | $14,329-41.6% | $7,344+14.0% |