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 | $268,431 | $177,572+51.2% | $154,803+73.4% | $142,382+88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.57% | 65.07%-58.5pp | 58.88%-52.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $10,301 | $4,810+114.1% | $4,305+139.3% | $4,299+139.6% |
| Participant deferral / active EE | $14,800 | $6,272+136.0% | $5,540+167.1% | $6,507+127.4% |
| Admin fee / account holder | $40,594 | $16,786+141.8% | $14,329+183.3% | $12,624+221.6% |