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 | $2,835,529 | $148,534+1809.0% | $135,903+1986.4% | $139,434+1933.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.40% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $12,136 | $5,243+131.5% | $4,856+149.9% | $4,751+155.5% |
| Participant deferral / active EE | $17,618 | $8,100+117.5% | $7,758+127.1% | $6,710+162.6% |
| Admin fee / account holder | $169,011 | $12,400+1263.0% | $10,762+1470.4% | $11,403+1382.2% |