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 | $251,561 | $209,832+19.9% | $189,513+32.7% | $167,490+50.2% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 8.83% | 748.27%-739.4pp | 555.15%-546.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,834 | $6,914-59.0% | $6,162-54.0% | $4,837-41.4% |
| Participant deferral / active EE | $7,193 | $8,935-19.5% | $8,221-12.5% | $6,341+13.4% |
| Admin fee / account holder | $66,587 | $14,293+365.9% | $12,045+452.8% | $12,309+441.0% |