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 | $812,076 | $179,726+351.8% | $156,263+419.7% | $142,382+470.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.67% | 77.86%-72.2pp | 59.47%-53.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $14,288 | $5,069+181.9% | $4,333+229.7% | $4,299+232.3% |
| Participant deferral / active EE | $3,545 | $6,956-49.0% | $6,158-42.4% | $6,507-45.5% |
| Admin fee / account holder | $44,727 | $17,272+159.0% | $14,255+213.8% | $12,624+254.3% |