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 | $644,793 | $109,881+486.8% | $150,045+329.7% | $84,808+660.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.55% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $11,724 | $3,561+229.2% | $4,693+149.8% | $2,631+345.6% |
| Participant deferral / active EE | $11,704 | $6,636+76.4% | $7,997+46.4% | $4,212+177.9% |
| Admin fee / account holder | $88,842 | $8,568+936.9% | $13,435+561.3% | $7,344+1109.8% |