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 | $1,279,776 | $64,707+1877.8% | $112,228+1040.3% | $68,494+1768.4% |
| Participation rate | 98.5% | 67.2%+31.4pp | 75.1%+23.4pp | 67.9%+30.6pp |
| Annual return | 4.65% | -11.40%+16.1pp | 27.45%-22.8pp | -7.84%+12.5pp |
| Employer contribution / active EE | $24,756 | $2,746+801.6% | $3,635+581.1% | $2,596+853.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,056 | $5,232-3.4% | $6,410-21.1% | $5,403-6.4% |