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 | $361,987 | $177,572+103.9% | $154,803+133.8% | $142,382+154.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.44% | 65.07%-56.6pp | 58.88%-50.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,776 | $4,810-42.3% | $4,305-35.5% | $4,299-35.4% |
| Participant deferral / active EE | $3,498 | $6,272-44.2% | $5,540-36.9% | $6,507-46.2% |
| Admin fee / account holder | $25,274 | $16,786+50.6% | $14,329+76.4% | $12,624+100.2% |