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 | $2,232,503 | $177,572+1157.2% | $154,803+1342.2% | $142,382+1468.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.02% | 65.07%-37.1pp | 58.88%-30.9pp | 217.08%-189.1pp |
| Employer contribution / active EE | $34,848 | $4,810+624.4% | $4,305+709.4% | $4,299+710.6% |
| Participant deferral / active EE | $23,167 | $6,272+269.4% | $5,540+318.1% | $6,507+256.0% |
| Admin fee / account holder | $1,658 | $16,786-90.1% | $14,329-88.4% | $12,624-86.9% |