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 | $372,311 | $125,758+196.1% | $169,993+119.0% | $75,163+395.3% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 11.07% | 27.20%-16.1pp | 53.37%-42.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $15,349 | $4,615+232.6% | $6,785+126.2% | $2,670+474.9% |
| Participant deferral / active EE | $20,081 | $6,837+193.7% | $10,408+92.9% | $4,125+386.8% |
| Admin fee / account holder | $13,391 | $8,173+63.8% | $12,815+4.5% | $5,651+137.0% |