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 9-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 | $600,866 | $157,256+282.1% | $141,162+325.7% | $152,861+293.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.04% | 64.32%-53.3pp | 71.39%-60.3pp | 345.32%-334.3pp |
| Employer contribution / active EE | $17,200 | $5,261+226.9% | $4,735+263.3% | $4,762+261.2% |
| Participant deferral / active EE | $21,550 | $7,109+203.1% | $6,709+221.2% | $5,850+268.4% |
| Admin fee / account holder | $12,208 | $12,120+0.7% | $10,261+19.0% | $11,596+5.3% |