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 | $307,173 | $94,529+225.0% | $140,016+119.4% | $64,186+378.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -11.45% | 7.77%-19.2pp | 651.12%-662.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $14,034 | $3,812+268.1% | $5,606+150.3% | $2,381+489.4% |
| Participant deferral / active EE | $14,954 | $5,250+184.8% | $6,927+115.9% | $3,470+331.0% |
| Admin fee / account holder | $12,838 | $6,741+90.4% | $10,705+19.9% | $4,888+162.6% |