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 | $384,381 | $165,335+132.5% | $149,696+156.8% | $158,922+141.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.53% | 348.15%-340.6pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $22,462 | $5,103+340.2% | $4,644+383.7% | $4,761+371.8% |
| Participant deferral / active EE | $17,816 | $7,181+148.1% | $6,842+160.4% | $5,982+197.8% |
| Admin fee / account holder | $2,510 | $10,807-76.8% | $9,309-73.0% | $11,246-77.7% |