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 | $1,827,691 | $71,883+2442.6% | $86,677+2008.6% | $68,494+2568.4% |
| Participation rate | 97.7% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -6.93% | 3.52%-10.5pp | 35.91%-42.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $35,063 | $2,173+1513.7% | $2,836+1136.2% | $2,596+1250.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $63,228 | $6,112+934.5% | $7,493+743.8% | $5,403+1070.3% |