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 | $278,390 | $87,841+216.9% | $133,980+107.8% | $62,891+342.7% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 4.43% | 12.05%-7.6pp | 29.30%-24.9pp | 20.14%-15.7pp |
| Employer contribution / active EE | $13,884 | $3,483+298.6% | $5,211+166.4% | $2,281+508.7% |
| Participant deferral / active EE | $11,369 | $4,812+136.3% | $6,282+81.0% | $3,203+255.0% |
| Admin fee / account holder | $19,936 | $5,371+271.2% | $9,324+113.8% | $4,296+364.1% |