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 | $592,401 | $109,413+441.4% | $156,263+279.1% | $84,808+598.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 7.66% | 20.18%-12.5pp | 59.47%-51.8pp | 40.90%-33.2pp |
| Employer contribution / active EE | $38,427 | $2,907+1221.9% | $4,333+786.8% | $2,631+1360.6% |
| Participant deferral / active EE | $4,416 | $4,590-3.8% | $6,158-28.3% | $4,212+4.9% |
| Admin fee / account holder | $17,853 | $9,357+90.8% | $14,255+25.2% | $7,344+143.1% |