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 | $299,121 | $101,724+194.1% | $164,813+81.5% | $80,856+269.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.01% | 16.72%+1.3pp | 69.93%-51.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,439 | $2,953+118.0% | $4,341+48.3% | $2,755+133.7% |
| Participant deferral / active EE | $7,612 | $4,477+70.0% | $6,031+26.2% | $4,296+77.2% |
| Admin fee / account holder | $20,717 | $8,227+151.8% | $12,690+63.3% | $6,918+199.5% |