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 | $318,014 | $157,256+102.2% | $141,162+125.3% | $152,861+108.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.87% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.4pp |
| Employer contribution / active EE | $11,628 | $5,261+121.0% | $4,735+145.6% | $4,762+144.2% |
| Participant deferral / active EE | $18,529 | $7,109+160.6% | $6,709+176.2% | $5,850+216.7% |
| Admin fee / account holder | $40,875 | $12,120+237.3% | $10,261+298.3% | $11,596+252.5% |