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 | $543,790 | $159,901+240.1% | $146,958+270.0% | $145,922+272.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 8.04% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,601 | $5,286-13.0% | $4,933-6.7% | $4,660-1.3% |
| Participant deferral / active EE | $10,192 | $8,428+20.9% | $8,070+26.3% | $6,688+52.4% |
| Admin fee / account holder | $34,469 | $15,044+129.1% | $12,998+165.2% | $13,397+157.3% |