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 7-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 | $4,196,243 | $180,449+2225.4% | $154,107+2622.9% | $135,375+2999.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.92% | 888.09%-891.0pp | 735.12%-738.0pp | 519.73%-522.7pp |
| Employer contribution / active EE | $25,493 | $6,035+322.4% | $5,298+381.2% | $4,779+433.5% |
| Participant deferral / active EE | $24,500 | $5,806+322.0% | $5,081+382.2% | $5,609+336.8% |
| Admin fee / account holder | $1,626,177 | $16,143+9973.7% | $13,411+12025.8% | $10,827+14919.6% |