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 | $288,425 | $150,440+91.7% | $136,294+111.6% | $147,584+95.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.60% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $8,432 | $5,256+60.4% | $4,695+79.6% | $4,876+72.9% |
| Participant deferral / active EE | $3,606 | $6,630-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $9,548 | $10,905-12.4% | $9,243+3.3% | $10,885-12.3% |