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 | $530,207 | $159,901+231.6% | $146,958+260.8% | $145,922+263.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 7.96% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $13,688 | $5,286+158.9% | $4,933+177.5% | $4,660+193.7% |
| Participant deferral / active EE | $7,625 | $8,428-9.5% | $8,070-5.5% | $6,688+14.0% |
| Admin fee / account holder | $2,902 | $15,044-80.7% | $12,998-77.7% | $13,397-78.3% |