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 9-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 | $4,563,739 | $468,795+873.5% | $1,127,994+304.6% | $468,795+873.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 66.7%+33.3pp | 85.5%+14.5pp |
| Annual return | 7.55% | 39.95%-32.4pp | 11.13%-3.6pp | 39.95%-32.4pp |
| Employer contribution / active EE | $120,000 | $28,085+327.3% | $25,095+378.2% | $28,085+327.3% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $18,849-100.0% | $10,110-100.0% |
| Admin fee / account holder | $49,039 | $8,110+504.7% | $21,464+128.5% | $8,110+504.7% |