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 | $283,563 | $159,602+77.7% | $150,045+89.0% | $142,382+99.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.56% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,001 | $4,961-19.3% | $4,693-14.8% | $4,299-6.9% |
| Participant deferral / active EE | $4,250 | $8,310-48.9% | $7,997-46.9% | $6,507-34.7% |
| Admin fee / account holder | $22,802 | $14,846+53.6% | $13,435+69.7% | $12,624+80.6% |