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 | $316,142 | $78,422+303.1% | $95,952+229.5% | $79,858+295.9% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 4.56% | 19.37%-14.8pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $8,000 | $1,945+311.3% | $2,541+214.8% | $2,471+223.8% |
| Participant deferral / active EE | $9,371 | $3,440+172.4% | $4,167+124.9% | $3,740+150.6% |
| Admin fee / account holder | $2,568 | $5,622-54.3% | $6,795-62.2% | $5,306-51.6% |