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 | $669,916 | $159,602+319.7% | $150,045+346.5% | $142,382+370.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 9.04% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,873 | $4,961-1.8% | $4,693+3.8% | $4,299+13.3% |
| Participant deferral / active EE | $15,663 | $8,310+88.5% | $7,997+95.9% | $6,507+140.7% |
| Admin fee / account holder | $56,277 | $14,846+279.1% | $13,435+318.9% | $12,624+345.8% |