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 | $294,793 | $100,852+192.3% | $90,404+226.1% | $158,922+85.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 5.51% | 1724.20%-1718.7pp | 1293.02%-1287.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $11,298 | $3,689+206.3% | $3,262+246.3% | $4,761+137.3% |
| Participant deferral / active EE | $13,029 | $4,348+199.7% | $3,963+228.7% | $5,982+117.8% |
| Admin fee / account holder | $133,446 | $6,501+1952.7% | $5,611+2278.4% | $11,246+1086.6% |