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 | $629,151 | $124,185+406.6% | $108,410+480.3% | $167,490+275.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 9.28% | 1379.64%-1370.4pp | 905.27%-896.0pp | 478.56%-469.3pp |
| Employer contribution / active EE | $606 | $4,187-85.5% | $3,558-83.0% | $4,837-87.5% |
| Participant deferral / active EE | $3,320 | $6,908-51.9% | $6,563-49.4% | $6,341-47.6% |
| Admin fee / account holder | $38,715 | $9,455+309.5% | $7,295+430.7% | $12,309+214.5% |