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 6-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 | $641,571 | $117,983+443.8% | $101,794+530.3% | $142,382+350.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.94% | 36.92%-32.0pp | 30.53%-25.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $22,181 | $2,773+700.0% | $2,289+869.1% | $4,299+415.9% |
| Participant deferral / active EE | $22,903 | $4,714+385.9% | $4,084+460.8% | $6,507+252.0% |
| Admin fee / account holder | $3,505 | $10,433-66.4% | $8,777-60.1% | $12,624-72.2% |