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 6-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 | $2,177,112 | $126,574+1620.0% | $106,213+1949.8% | $145,922+1392.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.35% | 224.79%-220.4pp | 116.14%-111.8pp | 561.29%-556.9pp |
| Employer contribution / active EE | $46,000 | $3,730+1133.1% | $3,171+1350.4% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $5,724+432.9% | $5,016+508.1% | $6,688+356.1% |
| Admin fee / account holder | $150,289 | $17,304+768.5% | $11,033+1262.2% | $13,397+1021.8% |