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 | $686,550 | $81,632+741.0% | $70,449+874.5% | $158,922+332.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.81% | 208.40%-204.6pp | 109.03%-105.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $14,496 | $3,217+350.6% | $2,737+429.7% | $4,761+204.5% |
| Participant deferral / active EE | $14,882 | $4,554+226.8% | $3,709+301.3% | $5,982+148.8% |
| Admin fee / account holder | $5,000 | $6,193-19.3% | $3,845+30.0% | $11,246-55.5% |