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 8-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 | $820,029 | $100,970+712.2% | $96,576+749.1% | $137,256+497.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.19% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $16,843 | $3,809+342.2% | $3,553+374.0% | $4,156+305.3% |
| Participant deferral / active EE | $20,188 | $8,286+143.6% | $7,956+153.7% | $6,407+215.1% |
| Admin fee / account holder | $20,825 | $11,312+84.1% | $11,381+83.0% | $12,270+69.7% |