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 | $1,344,853 | $104,664+1184.9% | $85,682+1469.6% | $167,490+702.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.38% | 21.45%-14.1pp | 21.49%-14.1pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,687 | $3,337-19.5% | $2,618+2.6% | $4,837-44.5% |
| Participant deferral / active EE | $4,630 | $4,824-4.0% | $3,923+18.0% | $6,341-27.0% |
| Admin fee / account holder | $20,002 | $10,032+99.4% | $6,873+191.0% | $12,309+62.5% |