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 | $410,057 | $109,881+273.2% | $150,045+173.3% | $84,808+383.5% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.8pp | 68.3%+21.9pp |
| Annual return | 14.07% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,212 | $3,561+46.4% | $4,693+11.1% | $2,631+98.1% |
| Participant deferral / active EE | $13,452 | $6,636+102.7% | $7,997+68.2% | $4,212+219.4% |
| Admin fee / account holder | $24,155 | $8,568+181.9% | $13,435+79.8% | $7,344+228.9% |