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 | $307,641 | $217,402+41.5% | $185,823+65.6% | $167,490+83.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.72% | 148.36%-142.6pp | 122.05%-116.3pp | 478.56%-472.8pp |
| Employer contribution / active EE | $6,472 | $5,873+10.2% | $5,167+25.3% | $4,837+33.8% |
| Participant deferral / active EE | $3,698 | $6,356-41.8% | $5,568-33.6% | $6,341-41.7% |
| Admin fee / account holder | $19,498 | $19,811-1.6% | $16,237+20.1% | $12,309+58.4% |