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 | $314,447 | $84,233+273.3% | $170,442+84.5% | $70,131+348.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.40% | 23.06%-12.7pp | 205.93%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $7,662 | $3,387+126.2% | $5,433+41.0% | $2,342+227.1% |
| Participant deferral / active EE | $6,883 | $3,086+123.1% | $4,939+39.3% | $3,332+106.6% |
| Admin fee / account holder | $6,108 | $5,698+7.2% | $13,880-56.0% | $4,645+31.5% |