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 | $305,878 | $60,124+408.7% | $90,404+238.3% | $79,858+283.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 8.31% | 71.94%-63.6pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $10,646 | $2,068+414.9% | $3,262+226.4% | $2,471+330.9% |
| Participant deferral / active EE | $10,192 | $2,938+246.9% | $3,963+157.2% | $3,740+172.5% |
| Admin fee / account holder | $36,265 | $3,976+812.0% | $5,611+546.3% | $5,306+583.4% |