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 | $1,447,945 | $175,202+726.4% | $149,673+867.4% | $139,434+938.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.75% | 166.71%-157.0pp | 134.42%-124.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $17,228 | $5,474+214.7% | $4,818+257.6% | $4,751+262.6% |
| Participant deferral / active EE | $15,600 | $6,519+139.3% | $5,680+174.6% | $6,710+132.5% |
| Admin fee / account holder | $72,180 | $16,150+346.9% | $13,210+446.4% | $11,403+533.0% |