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 | $264,937 | $201,272+31.6% | $184,203+43.8% | $145,922+81.6% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 9.09% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,064 | $7,022-56.4% | $6,427-52.3% | $4,660-34.2% |
| Participant deferral / active EE | $9,169 | $9,806-6.5% | $9,131+0.4% | $6,688+37.1% |
| Admin fee / account holder | $81,046 | $16,364+395.3% | $13,901+483.0% | $13,397+505.0% |