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 | $1,727,748 | $175,202+886.1% | $149,673+1054.3% | $139,434+1139.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.09% | 166.71%-162.6pp | 134.42%-130.3pp | 372.94%-368.9pp |
| Employer contribution / active EE | $21,722 | $5,474+296.8% | $4,818+350.9% | $4,751+357.2% |
| Participant deferral / active EE | $72,832 | $6,519+1017.3% | $5,680+1182.3% | $6,710+985.4% |
| Admin fee / account holder | $67,965 | $16,150+320.8% | $13,210+414.5% | $11,403+496.1% |