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 | $418,769 | $175,202+139.0% | $149,673+179.8% | $139,434+200.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.27% | 166.71%-158.4pp | 134.42%-126.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,552 | $5,474-71.7% | $4,818-67.8% | $4,751-67.3% |
| Participant deferral / active EE | $10,367 | $6,519+59.0% | $5,680+82.5% | $6,710+54.5% |
| Admin fee / account holder | $21,246 | $16,150+31.6% | $13,210+60.8% | $11,403+86.3% |