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 9-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 | $436,197 | $148,534+193.7% | $135,903+221.0% | $139,434+212.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 9.71% | 79.19%-69.5pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $6,607 | $5,243+26.0% | $4,856+36.1% | $4,751+39.1% |
| Participant deferral / active EE | $14,484 | $8,100+78.8% | $7,758+86.7% | $6,710+115.9% |
| Admin fee / account holder | $22,827 | $12,400+84.1% | $10,762+112.1% | $11,403+100.2% |