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 | $2,921,996 | $177,572+1545.5% | $154,803+1787.6% | $142,382+1952.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 104.34% | 65.07%+39.3pp | 58.88%+45.5pp | 217.08%-112.7pp |
| Employer contribution / active EE | $23,894 | $4,810+396.7% | $4,305+455.0% | $4,299+455.8% |
| Participant deferral / active EE | $27,321 | $6,272+335.6% | $5,540+393.1% | $6,507+319.9% |
| Admin fee / account holder | $13,727 | $16,786-18.2% | $14,329-4.2% | $12,624+8.7% |