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 | $267,167 | $154,228+73.2% | $145,433+83.7% | $137,256+94.6% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 11.07% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,010 | $4,804-16.5% | $4,554-12.0% | $4,156-3.5% |
| Participant deferral / active EE | $8,950 | $8,216+8.9% | $7,897+13.3% | $6,407+39.7% |
| Admin fee / account holder | $104,559 | $14,344+629.0% | $13,129+696.4% | $12,270+752.1% |