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 | $853,556 | $111,535+665.3% | $105,223+711.2% | $137,256+521.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.46% | 237.85%-230.4pp | 180.65%-173.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $18,911 | $3,939+380.0% | $3,689+412.7% | $4,156+355.0% |
| Participant deferral / active EE | $9,865 | $5,500+79.4% | $5,072+94.5% | $6,407+54.0% |
| Admin fee / account holder | $2,178 | $9,721-77.6% | $8,859-75.4% | $12,270-82.2% |