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 | $254,319 | $95,803+165.5% | $113,168+124.7% | $84,808+199.9% |
| Participation rate | 85.5% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.1pp |
| Annual return | 7.43% | 25.00%-17.6pp | 24.27%-16.8pp | 40.90%-33.5pp |
| Employer contribution / active EE | $4,818 | $2,360+104.2% | $2,975+61.9% | $2,631+83.1% |
| Participant deferral / active EE | $8,878 | $4,242+109.3% | $5,107+73.8% | $4,212+110.8% |
| Admin fee / account holder | $59,160 | $8,989+558.1% | $12,068+390.2% | $7,344+705.6% |