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 | $338,973 | $124,185+173.0% | $108,410+212.7% | $167,490+102.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.70% | 1379.64%-1372.9pp | 905.27%-898.6pp | 478.56%-471.9pp |
| Employer contribution / active EE | $27,362 | $4,187+553.6% | $3,558+669.0% | $4,837+465.6% |
| Participant deferral / active EE | $18,813 | $6,908+172.3% | $6,563+186.7% | $6,341+196.7% |
| Admin fee / account holder | $2,793 | $9,455-70.5% | $7,295-61.7% | $12,309-77.3% |