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 | $1,680,947 | $167,484+903.6% | $151,611+1008.7% | $134,475+1150.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.78% | 7.80%-31.6pp | 3.33%-27.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $26,055 | $6,829+281.5% | $6,166+322.6% | $4,740+449.7% |
| Participant deferral / active EE | $16,454 | $8,986+83.1% | $8,363+96.7% | $6,400+157.1% |
| Admin fee / account holder | $52,946 | $13,783+284.1% | $11,616+355.8% | $11,426+363.4% |