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 | $348,399 | $150,440+131.6% | $136,294+155.6% | $147,584+136.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 8.56% | 1049.08%-1040.5pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $11,541 | $5,256+119.6% | $4,695+145.8% | $4,876+136.7% |
| Participant deferral / active EE | $8,971 | $6,630+35.3% | $6,247+43.6% | $5,439+65.0% |
| Admin fee / account holder | $302,778 | $10,905+2676.4% | $9,243+3175.6% | $10,885+2681.5% |