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 | $285,703 | $86,286+231.1% | $111,297+156.7% | $85,850+232.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.77% | 19.99%-11.2pp | 54.65%-45.9pp | 318.53%-309.8pp |
| Employer contribution / active EE | $8,200 | $2,043+301.4% | $2,731+200.3% | $2,565+219.7% |
| Participant deferral / active EE | $3,778 | $3,641+3.8% | $4,487-15.8% | $3,952-4.4% |
| Admin fee / account holder | $10,759 | $8,188+31.4% | $7,964+35.1% | $6,260+71.9% |