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 | $2,449,757 | $214,378+1042.7% | $200,582+1121.3% | $142,382+1620.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.80% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $44,871 | $6,841+555.9% | $6,419+599.1% | $4,299+943.7% |
| Participant deferral / active EE | $27,250 | $9,865+176.2% | $9,331+192.0% | $6,507+318.8% |
| Admin fee / account holder | $33,996 | $17,692+92.2% | $16,305+108.5% | $12,624+169.3% |