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 | $488,122 | $109,327+346.5% | $89,391+446.1% | $158,922+207.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.88% | 345.68%-343.8pp | 245.62%-243.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $31,848 | $3,170+904.8% | $2,586+1131.7% | $4,761+568.9% |
| Participant deferral / active EE | $4,973 | $4,598+8.1% | $3,890+27.8% | $5,982-16.9% |
| Admin fee / account holder | $19,067 | $6,153+209.9% | $4,881+290.6% | $11,246+69.6% |