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 | $326,012 | $91,190+257.5% | $178,490+82.7% | $79,858+308.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.25% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $10,887 | $3,256+234.4% | $5,011+117.3% | $2,471+340.6% |
| Participant deferral / active EE | $13,063 | $3,236+303.7% | $5,202+151.1% | $3,740+249.3% |
| Admin fee / account holder | $10,169 | $6,751+50.6% | $13,984-27.3% | $5,306+91.6% |