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 7-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 | $1,824,375 | $110,257+1554.7% | $96,544+1789.7% | $139,434+1208.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 26.32%-10.3pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $18,771 | $3,620+418.6% | $2,965+533.1% | $4,751+295.1% |
| Participant deferral / active EE | $26,780 | $5,548+382.7% | $4,851+452.1% | $6,710+299.1% |
| Admin fee / account holder | $15,552 | $11,591+34.2% | $8,252+88.5% | $11,403+36.4% |