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 | $253,200 | $109,881+130.4% | $150,045+68.7% | $84,808+198.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 12.05% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,330 | $3,561-6.5% | $4,693-29.0% | $2,631+26.6% |
| Participant deferral / active EE | $7,127 | $6,636+7.4% | $7,997-10.9% | $4,212+69.2% |
| Admin fee / account holder | $2,149 | $8,568-74.9% | $13,435-84.0% | $7,344-70.7% |