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 | $1,079,585 | $214,378+403.6% | $200,582+438.2% | $142,382+658.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.52% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $16,166 | $6,841+136.3% | $6,419+151.9% | $4,299+276.0% |
| Participant deferral / active EE | $22,667 | $9,865+129.8% | $9,331+142.9% | $6,507+248.3% |
| Admin fee / account holder | $756 | $17,692-95.7% | $16,305-95.4% | $12,624-94.0% |