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 | $2,010,553 | $100,852+1893.6% | $90,404+2124.0% | $158,922+1165.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.03% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $26,950 | $3,689+630.6% | $3,262+726.2% | $4,761+466.0% |
| Participant deferral / active EE | $14,170 | $4,348+225.9% | $3,963+257.5% | $5,982+136.9% |
| Admin fee / account holder | $2,549 | $6,501-60.8% | $5,611-54.6% | $11,246-77.3% |