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 | $3,082,545 | $175,202+1659.4% | $149,673+1959.5% | $139,434+2110.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $45,821 | $5,474+737.0% | $4,818+851.1% | $4,751+864.5% |
| Participant deferral / active EE | $25,179 | $6,519+286.3% | $5,680+343.3% | $6,710+275.2% |
| Admin fee / account holder | $2,015 | $16,150-87.5% | $13,210-84.7% | $11,403-82.3% |