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 | $992,502 | $181,894+445.6% | $156,549+534.0% | $273,961+262.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.29% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $30,000 | $6,248+380.2% | $5,501+445.3% | $4,869+516.2% |
| Participant deferral / active EE | $22,200 | $5,550+300.0% | $4,871+355.8% | $5,287+319.9% |
| Admin fee / account holder | $76,707 | $15,559+393.0% | $13,027+488.8% | $10,132+657.1% |