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 | $637,057 | $91,190+598.6% | $178,490+256.9% | $79,858+697.7% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 6.34% | 24.19%-17.9pp | 151.07%-144.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $15,079 | $3,256+363.1% | $5,011+200.9% | $2,471+510.3% |
| Participant deferral / active EE | $13,628 | $3,236+321.1% | $5,202+162.0% | $3,740+264.4% |
| Admin fee / account holder | $12,814 | $6,751+89.8% | $13,984-8.4% | $5,306+141.5% |