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 | $286,314 | $165,335+73.2% | $149,696+91.3% | $158,922+80.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $4,435 | $5,103-13.1% | $4,644-4.5% | $4,761-6.9% |
| Participant deferral / active EE | $10,341 | $7,181+44.0% | $6,842+51.1% | $5,982+72.9% |
| Admin fee / account holder | $184,378 | $10,807+1606.2% | $9,309+1880.7% | $11,246+1539.5% |