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 | $590,194 | $159,901+269.1% | $146,958+301.6% | $145,922+304.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.80% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $37,975 | $5,286+618.4% | $4,933+669.8% | $4,660+715.0% |
| Participant deferral / active EE | $5,000 | $8,428-40.7% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $4,982 | $15,044-66.9% | $12,998-61.7% | $13,397-62.8% |