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 | $350,373 | $159,901+119.1% | $146,958+138.4% | $145,922+140.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,233 | $5,286+17.9% | $4,933+26.3% | $4,660+33.8% |
| Participant deferral / active EE | $14,241 | $8,428+69.0% | $8,070+76.5% | $6,688+112.9% |
| Admin fee / account holder | $7,994 | $15,044-46.9% | $12,998-38.5% | $13,397-40.3% |