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 | $272,521 | $57,590+373.2% | $86,233+216.0% | $82,448+230.5% |
| Participation rate | 80.6% | 57.9%+22.8pp | 69.0%+11.6pp | 68.1%+12.6pp |
| Annual return | 12.95% | 22.41%-9.5pp | 61.39%-48.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,821 | $1,655+130.9% | $2,504+52.6% | $2,551+49.8% |
| Participant deferral / active EE | $7,757 | $3,080+151.9% | $4,559+70.1% | $4,139+87.4% |
| Admin fee / account holder | $1,807 | $4,730-61.8% | $8,342-78.3% | $7,234-75.0% |