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 | $604,184 | $99,877+504.9% | $84,966+611.1% | $145,922+314.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.26% | 83.76%-77.5pp | 66.38%-60.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $22,560 | $3,231+598.2% | $2,727+727.3% | $4,660+384.2% |
| Participant deferral / active EE | $18,747 | $5,291+254.4% | $4,519+314.8% | $6,688+180.3% |
| Admin fee / account holder | $936 | $7,248-87.1% | $6,149-84.8% | $13,397-93.0% |