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 | $664,916 | $209,411+217.5% | $178,490+272.5% | $158,922+318.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.60% | 188.75%-187.1pp | 151.07%-149.5pp | 302.83%-301.2pp |
| Employer contribution / active EE | $4,923 | $5,706-13.7% | $5,011-1.7% | $4,761+3.4% |
| Participant deferral / active EE | $13,800 | $5,954+131.8% | $5,202+165.3% | $5,982+130.7% |
| Admin fee / account holder | $39,136 | $17,074+129.2% | $13,984+179.9% | $11,246+248.0% |