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 | $295,163 | $105,998+178.5% | $92,233+220.0% | $147,584+100.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.52% | 50.05%-40.5pp | 176.28%-166.8pp | 578.55%-569.0pp |
| Employer contribution / active EE | $33,571 | $4,333+674.8% | $3,679+812.4% | $4,876+588.5% |
| Participant deferral / active EE | $3,868 | $4,478-13.6% | $3,897-0.7% | $5,439-28.9% |
| Admin fee / account holder | $1,765 | $6,332-72.1% | $5,194-66.0% | $10,885-83.8% |