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 | $812,229 | $214,378+278.9% | $200,582+304.9% | $142,382+470.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.35% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $18,911 | $6,841+176.4% | $6,419+194.6% | $4,299+339.9% |
| Participant deferral / active EE | $16,315 | $9,865+65.4% | $9,331+74.8% | $6,507+150.7% |
| Admin fee / account holder | $365,135 | $17,692+1963.8% | $16,305+2139.5% | $12,624+2792.5% |