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 9-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 | $707,973 | $148,534+376.6% | $135,903+420.9% | $139,434+407.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.98% | 79.19%-72.2pp | 68.23%-61.2pp | 372.94%-366.0pp |
| Employer contribution / active EE | $15,965 | $5,243+204.5% | $4,856+228.8% | $4,751+236.1% |
| Participant deferral / active EE | $21,497 | $8,100+165.4% | $7,758+177.1% | $6,710+220.4% |
| Admin fee / account holder | $2,432 | $12,400-80.4% | $10,762-77.4% | $11,403-78.7% |