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 | $654,176 | $175,202+273.4% | $149,673+337.1% | $139,434+369.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.38% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,060 | $5,474-62.4% | $4,818-57.2% | $4,751-56.6% |
| Participant deferral / active EE | $4,046 | $6,519-37.9% | $5,680-28.8% | $6,710-39.7% |
| Admin fee / account holder | $51,962 | $16,150+221.7% | $13,210+293.4% | $11,403+355.7% |