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 | $1,682,048 | $158,398+961.9% | $126,539+1229.3% | $142,382+1081.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.00% | 593.76%-583.8pp | 425.95%-415.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $30,000 | $4,650+545.2% | $3,674+716.5% | $4,299+597.8% |
| Participant deferral / active EE | $15,667 | $4,767+228.7% | $4,083+283.7% | $6,507+140.8% |
| Admin fee / account holder | $34,049 | $6,918+392.2% | $6,065+461.4% | $12,624+169.7% |