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 | $5,634,238 | $148,534+3693.2% | $135,903+4045.8% | $139,434+3940.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.21% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $15,786 | $5,243+201.1% | $4,856+225.1% | $4,751+232.3% |
| Participant deferral / active EE | $12,400 | $8,100+53.1% | $7,758+59.8% | $6,710+84.8% |
| Admin fee / account holder | $32,813 | $12,400+164.6% | $10,762+204.9% | $11,403+187.8% |