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 7-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 | $320,390 | $210,648+52.1% | $177,989+80.0% | $145,922+119.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.33% | 385.86%-379.5pp | 294.48%-288.2pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,335 | $4,565-70.8% | $3,949-66.2% | $4,660-71.3% |
| Participant deferral / active EE | $2,427 | $6,958-65.1% | $6,276-61.3% | $6,688-63.7% |
| Admin fee / account holder | $20,198 | $12,013+68.1% | $10,363+94.9% | $13,397+50.8% |