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 | $280,828 | $74,888+275.0% | $71,209+294.4% | $142,382+97.2% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.1%+6.2pp |
| Annual return | 11.41% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $13,081 | $2,854+358.3% | $2,721+380.7% | $4,299+204.3% |
| Participant deferral / active EE | $8,881 | $4,454+99.4% | $4,175+112.7% | $6,507+36.5% |
| Admin fee / account holder | $23,369 | $5,568+319.7% | $5,349+336.9% | $12,624+85.1% |