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 | $1,963,689 | $175,202+1020.8% | $149,673+1212.0% | $139,434+1308.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.35% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $28,911 | $5,474+428.1% | $4,818+500.1% | $4,751+508.5% |
| Participant deferral / active EE | $20,783 | $6,519+218.8% | $5,680+265.9% | $6,710+209.7% |
| Admin fee / account holder | $13,455 | $16,150-16.7% | $13,210+1.9% | $11,403+18.0% |