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 | $362,283 | $108,919+232.6% | $100,391+260.9% | $145,922+148.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $5,897 | $4,419+33.4% | $3,942+49.6% | $4,660+26.6% |
| Participant deferral / active EE | $18,587 | $8,445+120.1% | $8,082+130.0% | $6,688+177.9% |
| Admin fee / account holder | $70,667 | $9,689+629.4% | $7,899+794.6% | $13,397+427.5% |