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 | $276,702 | $58,577+372.4% | $83,333+232.0% | $64,186+331.1% |
| Participation rate | 94.7% | 72.0%+22.7pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -9.93% | 9.65%-19.6pp | 10.63%-20.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $5,447 | $2,098+159.6% | $3,379+61.2% | $2,381+128.8% |
| Participant deferral / active EE | $6,305 | $4,654+35.5% | $5,565+13.3% | $3,470+81.7% |
| Admin fee / account holder | $15,541 | $9,275+67.6% | $7,510+106.9% | $4,888+217.9% |