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 | $539,283 | $85,202+532.9% | $172,739+212.2% | $72,985+638.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.72% | 27.32%-11.6pp | 802.84%-787.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $25,578 | $3,324+669.4% | $5,143+397.3% | $2,440+948.3% |
| Participant deferral / active EE | $15,686 | $3,260+381.1% | $5,198+201.8% | $3,607+334.8% |
| Admin fee / account holder | $27,344 | $5,884+364.7% | $13,954+96.0% | $5,124+433.6% |