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 | $255,375 | $49,922+411.5% | $80,569+217.0% | $75,163+239.8% |
| Participation rate | 72.7% | 55.3%+17.4pp | 67.0%+5.7pp | 67.2%+5.5pp |
| Annual return | 13.83% | 34.69%-20.9pp | 935.43%-921.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,963 | $1,698+133.4% | $2,723+45.5% | $2,670+48.4% |
| Participant deferral / active EE | $5,865 | $2,990+96.1% | $4,447+31.9% | $4,125+42.2% |
| Admin fee / account holder | $5,913 | $3,577+65.3% | $5,377+10.0% | $5,651+4.6% |