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 | $295,241 | $150,440+96.3% | $136,294+116.6% | $147,584+100.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.21% | 1049.08%-1041.9pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $6,375 | $5,256+21.3% | $4,695+35.8% | $4,876+30.7% |
| Participant deferral / active EE | $13,095 | $6,630+97.5% | $6,247+109.6% | $5,439+140.8% |
| Admin fee / account holder | $7,306 | $10,905-33.0% | $9,243-21.0% | $10,885-32.9% |