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 | $322,266 | $148,534+117.0% | $135,903+137.1% | $139,434+131.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.49% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $24,555 | $5,243+368.3% | $4,856+405.7% | $4,751+416.9% |
| Participant deferral / active EE | $11,925 | $8,100+47.2% | $7,758+53.7% | $6,710+77.7% |
| Admin fee / account holder | $61,930 | $12,400+399.4% | $10,762+475.5% | $11,403+443.1% |