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 | $268,709 | $91,190+194.7% | $178,490+50.5% | $79,858+236.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.37% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $7,589 | $3,256+133.1% | $5,011+51.5% | $2,471+207.2% |
| Participant deferral / active EE | $5,419 | $3,236+67.4% | $5,202+4.2% | $3,740+44.9% |
| Admin fee / account holder | $2,307 | $6,751-65.8% | $13,984-83.5% | $5,306-56.5% |