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 | $265,815 | $179,726+47.9% | $156,263+70.1% | $142,382+86.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 6.66% | 77.86%-71.2pp | 59.47%-52.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $19,144 | $5,069+277.7% | $4,333+341.8% | $4,299+345.3% |
| Participant deferral / active EE | $6,214 | $6,956-10.7% | $6,158+0.9% | $6,507-4.5% |
| Admin fee / account holder | $67,811 | $17,272+292.6% | $14,255+375.7% | $12,624+437.2% |