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 | $277,670 | $72,400+283.5% | $67,502+311.3% | $145,922+90.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.20% | 7182.46%-7175.3pp | 3512.12%-3504.9pp | 561.29%-554.1pp |
| Employer contribution / active EE | $5,327 | $3,069+73.6% | $2,731+95.1% | $4,660+14.3% |
| Participant deferral / active EE | $12,026 | $4,783+151.4% | $4,000+200.7% | $6,688+79.8% |
| Admin fee / account holder | $4,627 | $5,539-16.5% | $3,998+15.7% | $13,397-65.5% |