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 | $412,400 | $148,534+177.6% | $135,903+203.5% | $139,434+195.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.05% | 79.19%-68.1pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $14,658 | $5,243+179.6% | $4,856+201.8% | $4,751+208.5% |
| Participant deferral / active EE | $9,509 | $8,100+17.4% | $7,758+22.6% | $6,710+41.7% |
| Admin fee / account holder | $5,892 | $12,400-52.5% | $10,762-45.3% | $11,403-48.3% |