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 | $509,356 | $148,534+242.9% | $135,903+274.8% | $139,434+265.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.08% | 79.19%-71.1pp | 68.23%-60.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $16,926 | $5,243+222.8% | $4,856+248.5% | $4,751+256.3% |
| Participant deferral / active EE | $22,800 | $8,100+181.5% | $7,758+193.9% | $6,710+239.8% |
| Admin fee / account holder | $398,081 | $12,400+3110.4% | $10,762+3598.9% | $11,403+3391.2% |