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 | $430,007 | $183,963+133.7% | $162,163+165.2% | $152,861+181.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.33% | 150.76%-138.4pp | 115.59%-103.3pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,868 | $6,371-55.0% | $5,614-48.9% | $4,762-39.8% |
| Participant deferral / active EE | $8,201 | $8,034+2.1% | $7,298+12.4% | $5,850+40.2% |
| Admin fee / account holder | $1,931 | $13,121-85.3% | $10,843-82.2% | $11,596-83.3% |