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 | $711,617 | $227,553+212.7% | $189,557+275.4% | $167,490+324.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.51% | 78.40%-71.9pp | 64.17%-57.7pp | 478.56%-472.0pp |
| Employer contribution / active EE | $19,775 | $5,316+272.0% | $4,412+348.2% | $4,837+308.8% |
| Participant deferral / active EE | $19,733 | $7,002+181.8% | $6,174+219.6% | $6,341+211.2% |
| Admin fee / account holder | $2,467 | $11,878-79.2% | $9,807-74.8% | $12,309-80.0% |