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 | $346,390 | $214,378+61.6% | $200,582+72.7% | $142,382+143.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 9.99% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $16,142 | $6,841+135.9% | $6,419+151.5% | $4,299+275.5% |
| Participant deferral / active EE | $19,262 | $9,865+95.3% | $9,331+106.4% | $6,507+196.0% |
| Admin fee / account holder | $101,519 | $17,692+473.8% | $16,305+522.6% | $12,624+704.2% |