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 | $262,064 | $93,571+180.1% | $135,903+92.8% | $75,163+248.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 14.62% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,998 | $3,537-15.2% | $4,856-38.3% | $2,670+12.3% |
| Participant deferral / active EE | $14,121 | $6,404+120.5% | $7,758+82.0% | $4,125+242.3% |
| Admin fee / account holder | $13,438 | $6,975+92.7% | $10,762+24.9% | $5,651+137.8% |