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 | $1,297,378 | $183,519+606.9% | $155,509+734.3% | $145,922+789.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.25% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $32,473 | $5,313+511.2% | $4,672+595.0% | $4,660+596.9% |
| Participant deferral / active EE | $5,377 | $6,462-16.8% | $5,626-4.4% | $6,688-19.6% |
| Admin fee / account holder | $1,496,349 | $19,313+7647.9% | $15,912+9303.9% | $13,397+11069.3% |