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 8-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 | $1,005,458 | $159,901+528.8% | $146,958+584.2% | $145,922+589.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.61% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $46,023 | $5,286+770.6% | $4,933+833.0% | $4,660+887.7% |
| Participant deferral / active EE | $15,250 | $8,428+80.9% | $8,070+89.0% | $6,688+128.0% |
| Admin fee / account holder | $217,051 | $15,044+1342.8% | $12,998+1569.9% | $13,397+1520.1% |