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 | $680,081 | $74,888+808.1% | $71,209+855.0% | $142,382+377.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.13% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $18,927 | $2,854+563.1% | $2,721+595.6% | $4,299+340.2% |
| Participant deferral / active EE | $11,341 | $4,454+154.6% | $4,175+171.6% | $6,507+74.3% |
| Admin fee / account holder | $303,586 | $5,568+5352.0% | $5,349+5575.8% | $12,624+2304.9% |