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 | $431,215 | $154,228+179.6% | $145,433+196.5% | $137,256+214.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.43% | 74.59%-63.2pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,337 | $4,804+31.9% | $4,554+39.1% | $4,156+52.5% |
| Participant deferral / active EE | $16,768 | $8,216+104.1% | $7,897+112.3% | $6,407+161.7% |
| Admin fee / account holder | $234,576 | $14,344+1535.4% | $13,129+1686.7% | $12,270+1811.8% |