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 | $4,842,844 | $183,592+2537.8% | $155,567+3013.0% | $145,959+3218.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 61.24%-41.3pp | 64.74%-44.8pp | 561.95%-542.1pp |
| Employer contribution / active EE | $21,279 | $5,315+300.4% | $4,674+355.3% | $4,661+356.6% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $184,041 | $19,318+852.7% | $15,916+1056.3% | $13,398+1273.7% |