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 | $258,499 | $99,921+158.7% | $85,009+204.1% | $145,959+77.1% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 7.69% | 83.89%-76.2pp | 66.47%-58.8pp | 561.95%-554.3pp |
| Employer contribution / active EE | $9,925 | $3,233+207.0% | $2,728+263.8% | $4,661+112.9% |
| Participant deferral / active EE | $4,446 | $5,293-16.0% | $4,522-1.7% | $6,689-33.5% |
| Admin fee / account holder | $1,110 | $7,252-84.7% | $6,153-82.0% | $13,398-91.7% |