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 | $271,119 | $114,381+137.0% | $107,525+152.1% | $142,382+90.4% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 4.53% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.5pp |
| Employer contribution / active EE | $6,000 | $4,015+49.4% | $3,754+59.8% | $4,299+39.6% |
| Participant deferral / active EE | $9,994 | $5,564+79.6% | $5,116+95.4% | $6,507+53.6% |
| Admin fee / account holder | $22,559 | $9,860+128.8% | $8,919+152.9% | $12,624+78.7% |