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 | $662,904 | $202,318+227.7% | $172,739+283.8% | $152,861+333.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.23% | 1029.65%-1018.4pp | 802.84%-791.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $8,466 | $5,856+44.6% | $5,143+64.6% | $4,762+77.8% |
| Participant deferral / active EE | $9,150 | $5,948+53.8% | $5,198+76.0% | $5,850+56.4% |
| Admin fee / account holder | $4,938 | $17,109-71.1% | $13,954-64.6% | $11,596-57.4% |