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 | $699,089 | $148,534+370.7% | $135,903+414.4% | $139,434+401.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 7.66% | 79.19%-71.5pp | 68.23%-60.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $17,598 | $5,243+235.6% | $4,856+262.4% | $4,751+270.4% |
| Participant deferral / active EE | $13,951 | $8,100+72.2% | $7,758+79.8% | $6,710+107.9% |
| Admin fee / account holder | $2,458 | $12,400-80.2% | $10,762-77.2% | $11,403-78.4% |