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 9-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 | $471,111 | $159,901+194.6% | $146,958+220.6% | $145,922+222.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.31% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,093 | $5,286-60.4% | $4,933-57.6% | $4,660-55.1% |
| Participant deferral / active EE | $20,333 | $8,428+141.3% | $8,070+152.0% | $6,688+204.0% |
| Admin fee / account holder | $3,890 | $15,044-74.1% | $12,998-70.1% | $13,397-71.0% |