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 | $2,581,204 | $183,963+1303.1% | $162,163+1491.7% | $152,861+1588.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.03% | 150.76%-126.7pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $17,168 | $6,371+169.5% | $5,614+205.8% | $4,762+260.5% |
| Participant deferral / active EE | $22,600 | $8,034+181.3% | $7,298+209.7% | $5,850+286.3% |
| Admin fee / account holder | $576 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |