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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $795,986 | $115,882+586.9% | $100,516+691.9% | $158,922+400.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.29% | 34.79%-28.5pp | 30.89%-24.6pp | 302.83%-296.5pp |
| Employer contribution / active EE | $6,680 | $4,103+62.8% | $3,418+95.5% | $4,761+40.3% |
| Participant deferral / active EE | $12,869 | $6,674+92.8% | $6,270+105.2% | $5,982+115.1% |
| Admin fee / account holder | $90,815 | $10,995+725.9% | $8,081+1023.8% | $11,246+707.6% |