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 9-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 | $400,452 | $148,534+169.6% | $135,903+194.7% | $139,434+187.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.25% | 79.19%-78.9pp | 68.23%-68.0pp | 372.94%-372.7pp |
| Employer contribution / active EE | $50,500 | $5,243+863.2% | $4,856+939.9% | $4,751+963.0% |
| Participant deferral / active EE | $35,000 | $8,100+332.1% | $7,758+351.2% | $6,710+421.6% |
| Admin fee / account holder | $30,298 | $12,400+144.3% | $10,762+181.5% | $11,403+165.7% |