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 | $342,970 | $177,572+93.1% | $154,803+121.6% | $142,382+140.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.83% | 65.07%-55.2pp | 58.88%-49.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $18,940 | $4,810+293.7% | $4,305+339.9% | $4,299+340.6% |
| Participant deferral / active EE | $13,269 | $6,272+111.6% | $5,540+139.5% | $6,507+103.9% |
| Admin fee / account holder | $2,054 | $16,786-87.8% | $14,329-85.7% | $12,624-83.7% |