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 | $1,028,125 | $202,318+408.2% | $172,739+495.2% | $152,861+572.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.47% | 1029.65%-1025.2pp | 802.84%-798.4pp | 345.32%-340.8pp |
| Employer contribution / active EE | $15,900 | $5,856+171.5% | $5,143+209.2% | $4,762+233.9% |
| Participant deferral / active EE | $21,900 | $5,948+268.2% | $5,198+321.3% | $5,850+274.3% |
| Admin fee / account holder | $29,600 | $17,109+73.0% | $13,954+112.1% | $11,596+155.3% |