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 | $2,110,268 | $209,411+907.7% | $178,490+1082.3% | $158,922+1227.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.66% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $32,641 | $5,706+472.0% | $5,011+551.4% | $4,761+585.6% |
| Participant deferral / active EE | $17,183 | $5,954+188.6% | $5,202+230.3% | $5,982+187.2% |
| Admin fee / account holder | $402,172 | $17,074+2255.4% | $13,984+2776.0% | $11,246+3476.2% |