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 | $362,974 | $202,318+79.4% | $172,739+110.1% | $152,861+137.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.13% | 1029.65%-1020.5pp | 802.84%-793.7pp | 345.32%-336.2pp |
| Employer contribution / active EE | $2,100 | $5,856-64.1% | $5,143-59.2% | $4,762-55.9% |
| Participant deferral / active EE | $5,404 | $5,948-9.1% | $5,198+4.0% | $5,850-7.6% |
| Admin fee / account holder | $6,354 | $17,109-62.9% | $13,954-54.5% | $11,596-45.2% |