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 | $485,784 | $102,382+374.5% | $147,005+230.5% | $80,874+500.7% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 11.72% | 134.89%-123.2pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $10,946 | $3,715+194.7% | $4,934+121.8% | $2,756+297.2% |
| Participant deferral / active EE | $14,127 | $6,646+112.5% | $8,070+75.1% | $4,297+228.8% |
| Admin fee / account holder | $13,357 | $7,942+68.2% | $13,006+2.7% | $6,935+92.6% |