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 | $343,405 | $179,726+91.1% | $156,263+119.8% | $142,382+141.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.91% | 77.86%-71.0pp | 59.47%-52.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $19,345 | $5,069+281.6% | $4,333+346.5% | $4,299+350.0% |
| Participant deferral / active EE | $11,461 | $6,956+64.8% | $6,158+86.1% | $6,507+76.1% |
| Admin fee / account holder | $2,555 | $17,272-85.2% | $14,255-82.1% | $12,624-79.8% |