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 | $313,878 | $137,414+128.4% | $189,513+65.6% | $85,850+265.6% |
| Participation rate | 94.7% | 84.6%+10.1pp | 87.8%+6.9pp | 69.3%+25.4pp |
| Annual return | 11.49% | 38.14%-26.7pp | 555.15%-543.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $9,597 | $4,344+120.9% | $6,162+55.8% | $2,565+274.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,936 | $8,630+119.4% | $12,045+57.2% | $6,260+202.5% |