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 | $476,595 | $70,587+575.2% | $124,672+282.3% | $85,850+455.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 9.98% | 20688.83%-20678.8pp | 5142.93%-5133.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $15,780 | $1,913+724.7% | $3,324+374.8% | $2,565+515.2% |
| Participant deferral / active EE | $13,046 | $2,969+339.5% | $4,614+182.7% | $3,952+230.1% |
| Admin fee / account holder | $2,629 | $5,282-50.2% | $7,493-64.9% | $6,260-58.0% |