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 | $319,315 | $232,540+37.3% | $185,117+72.5% | $147,584+116.4% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 3.17% | 43.03%-39.9pp | 40.50%-37.3pp | 578.55%-575.4pp |
| Employer contribution / active EE | $471 | $5,195-90.9% | $4,182-88.7% | $4,876-90.3% |
| Participant deferral / active EE | $6,982 | $5,834+19.7% | $5,045+38.4% | $5,439+28.4% |
| Admin fee / account holder | $699 | $10,275-93.2% | $8,159-91.4% | $10,885-93.6% |