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 | $374,421 | $176,056+112.7% | $159,436+134.8% | $167,490+123.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.11% | 331.75%-326.6pp | 263.57%-258.5pp | 478.56%-473.5pp |
| Employer contribution / active EE | $7,922 | $5,297+49.5% | $4,829+64.0% | $4,837+63.8% |
| Participant deferral / active EE | $16,668 | $7,750+115.1% | $7,352+126.7% | $6,341+162.9% |
| Admin fee / account holder | $47,351 | $12,554+277.2% | $10,799+338.5% | $12,309+284.7% |