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 | $302,340 | $102,966+193.6% | $90,281+234.9% | $152,861+97.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.92% | 95.16%-93.2pp | 78.10%-76.2pp | 345.32%-343.4pp |
| Employer contribution / active EE | $13,331 | $3,139+324.7% | $2,854+367.0% | $4,762+179.9% |
| Participant deferral / active EE | $10,211 | $4,281+138.5% | $3,885+162.8% | $5,850+74.5% |
| Admin fee / account holder | $1,638 | $6,171-73.5% | $5,351-69.4% | $11,596-85.9% |