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 6-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 | $500,687 | $214,378+133.6% | $200,582+149.6% | $142,382+251.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.91% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,563 | $6,841-33.3% | $6,419-28.9% | $4,299+6.1% |
| Participant deferral / active EE | $19,596 | $9,865+98.6% | $9,331+110.0% | $6,507+201.1% |
| Admin fee / account holder | $28,055 | $17,692+58.6% | $16,305+72.1% | $12,624+122.2% |