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 | $788,157 | $117,983+568.0% | $101,794+674.3% | $142,382+453.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.29% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $31,859 | $2,773+1049.0% | $2,289+1291.9% | $4,299+641.1% |
| Participant deferral / active EE | $1,721 | $4,714-63.5% | $4,084-57.9% | $6,507-73.5% |
| Admin fee / account holder | $4,829 | $10,433-53.7% | $8,777-45.0% | $12,624-61.7% |