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 | $272,152 | $209,336+30.0% | $197,124+38.1% | $137,256+98.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.41% | 48.09%-37.7pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $12,065 | $6,591+83.1% | $6,227+93.7% | $4,156+190.3% |
| Participant deferral / active EE | $4,683 | $9,614-51.3% | $9,135-48.7% | $6,407-26.9% |
| Admin fee / account holder | $26,627 | $17,308+53.8% | $16,298+63.4% | $12,270+117.0% |