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 3-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 | $330,118 | $175,202+88.4% | $149,673+120.6% | $139,434+136.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.61% | 166.71%-160.1pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $11,106 | $5,474+102.9% | $4,818+130.5% | $4,751+133.8% |
| Participant deferral / active EE | $14,593 | $6,519+123.9% | $5,680+156.9% | $6,710+117.5% |
| Admin fee / account holder | $2,207 | $16,150-86.3% | $13,210-83.3% | $11,403-80.6% |