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 | $310,504 | $209,411+48.3% | $178,490+74.0% | $158,922+95.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.55% | 188.75%-186.2pp | 151.07%-148.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $6,024 | $5,706+5.6% | $5,011+20.2% | $4,761+26.5% |
| Participant deferral / active EE | $3,367 | $5,954-43.4% | $5,202-35.3% | $5,982-43.7% |
| Admin fee / account holder | $13,711 | $17,074-19.7% | $13,984-1.9% | $11,246+21.9% |