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 | $958,420 | $165,335+479.7% | $149,696+540.2% | $158,922+503.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.33% | 348.15%-342.8pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,058 | $5,103-59.7% | $4,644-55.7% | $4,761-56.8% |
| Participant deferral / active EE | $15,625 | $7,181+117.6% | $6,842+128.4% | $5,982+161.2% |
| Admin fee / account holder | $6,371 | $10,807-41.0% | $9,309-31.6% | $11,246-43.3% |