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 | $702,520 | $185,200+279.3% | $142,863+391.7% | $167,490+319.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 5.49% | 8555.70%-8550.2pp | 5637.54%-5632.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $1,000 | $5,604-82.2% | $4,144-75.9% | $4,837-79.3% |
| Participant deferral / active EE | $5,305 | $4,494+18.0% | $3,837+38.2% | $6,341-16.3% |
| Admin fee / account holder | $34,304 | $8,031+327.1% | $6,560+422.9% | $12,309+178.7% |