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 | $270,069 | $107,452+151.3% | $91,541+195.0% | $142,382+89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.75% | 22.06%-12.3pp | 20.50%-10.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $57,288 | $2,994+1813.3% | $2,505+2187.3% | $4,299+1232.6% |
| Participant deferral / active EE | $35,622 | $4,754+649.3% | $4,008+788.8% | $6,507+447.4% |
| Admin fee / account holder | $2,052,759 | $8,834+23136.4% | $6,956+29408.9% | $12,624+16161.2% |