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 9-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 | $2,896,504 | $190,805+1418.0% | $159,960+1710.8% | $134,475+2053.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.65% | 552.23%-568.9pp | 408.60%-425.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $25,683 | $4,995+414.1% | $4,226+507.8% | $4,740+441.9% |
| Participant deferral / active EE | $21,400 | $6,923+209.1% | $6,182+246.1% | $6,400+234.4% |
| Admin fee / account holder | $52,266 | $10,471+399.1% | $8,698+500.9% | $11,426+357.4% |