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 | $398,339 | $209,411+90.2% | $178,490+123.2% | $158,922+150.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 2.44% | 188.75%-186.3pp | 151.07%-148.6pp | 302.83%-300.4pp |
| Employer contribution / active EE | $3,212 | $5,706-43.7% | $5,011-35.9% | $4,761-32.5% |
| Participant deferral / active EE | $7,360 | $5,954+23.6% | $5,202+41.5% | $5,982+23.0% |
| Admin fee / account holder | $5,197 | $17,074-69.6% | $13,984-62.8% | $11,246-53.8% |