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 | $831,058 | $154,117+439.2% | $129,995+539.3% | $139,434+496.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.99% | 32.48%-23.5pp | -137.18%+146.2pp | 372.94%-364.0pp |
| Employer contribution / active EE | $11,994 | $5,289+126.8% | $4,320+177.7% | $4,751+152.5% |
| Participant deferral / active EE | $14,022 | $6,710+109.0% | $5,820+140.9% | $6,710+109.0% |
| Admin fee / account holder | $57,933 | $14,007+313.6% | $10,614+445.8% | $11,403+408.1% |