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 | $331,476 | $54,705+505.9% | $71,209+365.5% | $84,808+290.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.53% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $8,321 | $2,158+285.6% | $2,721+205.8% | $2,631+216.3% |
| Participant deferral / active EE | $9,415 | $3,030+210.7% | $4,175+125.5% | $4,212+123.5% |
| Admin fee / account holder | $79,759 | $4,863+1540.0% | $5,349+1391.2% | $7,344+986.1% |