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 | $311,724 | $173,345+79.8% | $136,007+129.2% | $145,922+113.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.59% | 1163.32%-1156.7pp | 579.32%-572.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $13,393 | $5,278+153.7% | $4,217+217.6% | $4,660+187.4% |
| Participant deferral / active EE | $14,350 | $8,699+65.0% | $7,025+104.3% | $6,688+114.6% |
| Admin fee / account holder | $2,889 | $9,954-71.0% | $6,858-57.9% | $13,397-78.4% |