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 | $362,145 | $177,572+103.9% | $154,803+133.9% | $142,382+154.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.70% | 65.07%-57.4pp | 58.88%-51.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $8,990 | $4,810+86.9% | $4,305+108.8% | $4,299+109.1% |
| Participant deferral / active EE | $5,660 | $6,272-9.7% | $5,540+2.2% | $6,507-13.0% |
| Admin fee / account holder | $4,532 | $16,786-73.0% | $14,329-68.4% | $12,624-64.1% |