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 | $298,106 | $108,919+173.7% | $100,391+196.9% | $145,922+104.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.64% | 57.88%-51.2pp | 49.20%-42.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,147 | $4,419-28.8% | $3,942-20.2% | $4,660-32.5% |
| Participant deferral / active EE | $23,000 | $8,445+172.4% | $8,082+184.6% | $6,688+243.9% |
| Admin fee / account holder | $94,313 | $9,689+873.4% | $7,899+1094.0% | $13,397+604.0% |