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 | $482,802 | $126,574+281.4% | $106,213+354.6% | $145,922+230.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.20% | 224.79%-218.6pp | 116.14%-109.9pp | 561.29%-555.1pp |
| Employer contribution / active EE | $5,415 | $3,730+45.2% | $3,171+70.7% | $4,660+16.2% |
| Participant deferral / active EE | $6,213 | $5,724+8.6% | $5,016+23.9% | $6,688-7.1% |
| Admin fee / account holder | $12,000 | $17,304-30.7% | $11,033+8.8% | $13,397-10.4% |