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 | $469,307 | $175,202+167.9% | $149,673+213.6% | $139,434+236.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 10.47% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,657 | $5,474-51.5% | $4,818-44.9% | $4,751-44.1% |
| Participant deferral / active EE | $7,755 | $6,519+19.0% | $5,680+36.5% | $6,710+15.6% |
| Admin fee / account holder | $197,785 | $16,150+1124.7% | $13,210+1397.3% | $11,403+1634.6% |