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 | $440,766 | $123,793+256.0% | $177,821+147.9% | $79,858+451.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -0.55% | 22.82%-23.4pp | 48.32%-48.9pp | 31.71%-32.3pp |
| Employer contribution / active EE | $19,581 | $4,095+378.1% | $5,918+230.8% | $2,471+692.5% |
| Participant deferral / active EE | $24,248 | $5,956+307.1% | $7,714+214.3% | $3,740+548.3% |
| Admin fee / account holder | $20,074 | $7,243+177.2% | $12,427+61.5% | $5,306+278.3% |