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 | $666,446 | $175,202+280.4% | $149,673+345.3% | $139,434+378.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.23% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $15,476 | $5,474+182.7% | $4,818+221.2% | $4,751+225.8% |
| Participant deferral / active EE | $11,065 | $6,519+69.7% | $5,680+94.8% | $6,710+64.9% |
| Admin fee / account holder | $551,258 | $16,150+3313.3% | $13,210+4073.1% | $11,403+4734.5% |