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 | $1,546,986 | $140,588+1000.4% | $123,104+1156.7% | $125,391+1133.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.26% | 16.80%-20.1pp | 13.22%-16.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $35,000 | $6,041+479.3% | $5,151+579.4% | $4,866+619.3% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,230+285.3% | $5,352+348.5% |
| Admin fee / account holder | $61,041 | $11,198+445.1% | $9,015+577.1% | $9,540+539.8% |