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 | $335,212 | $179,726+86.5% | $156,263+114.5% | $142,382+135.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.41% | 77.86%-73.5pp | 59.47%-55.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $1,473 | $5,069-71.0% | $4,333-66.0% | $4,299-65.7% |
| Participant deferral / active EE | $13,274 | $6,956+90.8% | $6,158+115.5% | $6,507+104.0% |
| Admin fee / account holder | $178,859 | $17,272+935.5% | $14,255+1154.7% | $12,624+1316.9% |