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 | $513,354 | $177,572+189.1% | $154,803+231.6% | $142,382+260.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.17% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,978 | $4,810+45.1% | $4,305+62.1% | $4,299+62.3% |
| Participant deferral / active EE | $12,788 | $6,272+103.9% | $5,540+130.8% | $6,507+96.5% |
| Admin fee / account holder | $79,633 | $16,786+374.4% | $14,329+455.7% | $12,624+530.8% |