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 | $784,206 | $85,202+820.4% | $172,739+354.0% | $72,985+974.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.81% | 27.32%-13.5pp | 802.84%-789.0pp | 81.00%-67.2pp |
| Employer contribution / active EE | $28,326 | $3,324+752.1% | $5,143+450.8% | $2,440+1061.0% |
| Participant deferral / active EE | $20,829 | $3,260+538.9% | $5,198+300.7% | $3,607+477.4% |
| Admin fee / account holder | $66,988 | $5,884+1038.5% | $13,954+380.1% | $5,124+1207.2% |