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 | $503,204 | $177,572+183.4% | $154,803+225.1% | $142,382+253.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 8.07% | 65.07%-57.0pp | 58.88%-50.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $7,146 | $4,810+48.6% | $4,305+66.0% | $4,299+66.2% |
| Participant deferral / active EE | $7,002 | $6,272+11.7% | $5,540+26.4% | $6,507+7.6% |
| Admin fee / account holder | $91,482 | $16,786+445.0% | $14,329+538.4% | $12,624+624.7% |