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 | $400,165 | $108,919+267.4% | $100,391+298.6% | $145,922+174.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 1.38% | 57.88%-56.5pp | 49.20%-47.8pp | 561.29%-559.9pp |
| Employer contribution / active EE | $37,500 | $4,419+748.6% | $3,942+851.4% | $4,660+704.8% |
| Participant deferral / active EE | $23,000 | $8,445+172.4% | $8,082+184.6% | $6,688+243.9% |
| Admin fee / account holder | $9,803 | $9,689+1.2% | $7,899+24.1% | $13,397-26.8% |