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 | $360,813 | $91,407+294.7% | $135,903+165.5% | $71,457+404.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.69% | 29.90%-16.2pp | 68.23%-54.5pp | 28.85%-15.2pp |
| Employer contribution / active EE | $30,234 | $3,703+716.4% | $4,856+522.6% | $2,588+1068.4% |
| Participant deferral / active EE | $9,905 | $7,092+39.7% | $7,758+27.7% | $4,289+130.9% |
| Admin fee / account holder | $3,691 | $1,266+191.6% | $10,762-65.7% | $1,587+132.5% |