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 | $826,214 | $89,355+824.6% | $141,162+485.3% | $72,985+1032.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.74% | 111.85%-107.1pp | 71.39%-66.6pp | 81.00%-76.3pp |
| Employer contribution / active EE | $30,800 | $3,114+889.0% | $4,735+550.5% | $2,440+1162.4% |
| Participant deferral / active EE | $10,203 | $5,418+88.3% | $6,709+52.1% | $3,607+182.8% |
| Admin fee / account holder | $67,734 | $5,958+1036.8% | $10,261+560.1% | $5,124+1221.8% |