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 | $308,422 | $183,963+67.7% | $162,163+90.2% | $152,861+101.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.89% | 150.76%-142.9pp | 115.59%-107.7pp | 345.32%-337.4pp |
| Employer contribution / active EE | $39,338 | $6,371+517.5% | $5,614+600.7% | $4,762+726.0% |
| Participant deferral / active EE | $14,000 | $8,034+74.3% | $7,298+91.8% | $5,850+139.3% |
| Admin fee / account holder | $1,044 | $13,121-92.0% | $10,843-90.4% | $11,596-91.0% |