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 | $435,003 | $102,966+322.5% | $90,281+381.8% | $152,861+184.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.84% | 95.16%-86.3pp | 78.10%-69.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $22,814 | $3,139+626.9% | $2,854+699.3% | $4,762+379.1% |
| Participant deferral / active EE | $4,245 | $4,281-0.9% | $3,885+9.3% | $5,850-27.4% |
| Admin fee / account holder | $10,409 | $6,171+68.7% | $5,351+94.5% | $11,596-10.2% |