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 | $441,138 | $165,335+166.8% | $149,696+194.7% | $158,922+177.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.54% | 348.15%-342.6pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $26,144 | $5,103+412.4% | $4,644+462.9% | $4,761+449.1% |
| Participant deferral / active EE | $19,353 | $7,181+169.5% | $6,842+182.9% | $5,982+223.5% |
| Admin fee / account holder | $86,293 | $10,807+698.5% | $9,309+827.0% | $11,246+667.3% |