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 | $1,677,976 | $86,929+1830.3% | $102,423+1538.3% | $80,856+1975.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 3.52% | 18.88%-15.4pp | 29.32%-25.8pp | 35.59%-32.1pp |
| Employer contribution / active EE | $36,859 | $2,369+1455.7% | $3,023+1119.2% | $2,755+1238.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $429,748 | $8,049+5239.2% | $9,451+4447.2% | $6,918+6112.1% |