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 | $267,616 | $175,202+52.7% | $149,673+78.8% | $139,434+91.9% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 8.56% | 166.71%-158.1pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $13,165 | $5,474+140.5% | $4,818+173.3% | $4,751+177.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,204 | $16,150-67.8% | $13,210-60.6% | $11,403-54.4% |