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 | $4,582,478 | $138,044+3219.6% | $125,339+3556.1% | $134,475+3307.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.67% | 750.33%-748.7pp | 572.05%-570.4pp | 417.96%-416.3pp |
| Employer contribution / active EE | $14,667 | $5,243+179.7% | $4,814+204.7% | $4,740+209.4% |
| Participant deferral / active EE | $12,400 | $7,799+59.0% | $7,446+66.5% | $6,400+93.8% |
| Admin fee / account holder | $36,097 | $11,571+212.0% | $10,010+260.6% | $11,426+215.9% |