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 | $252,942 | $177,572+42.4% | $154,803+63.4% | $142,382+77.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 5.20% | 65.07%-59.9pp | 58.88%-53.7pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,005 | $4,810-58.3% | $4,305-53.4% | $4,299-53.4% |
| Participant deferral / active EE | $6,772 | $6,272+8.0% | $5,540+22.2% | $6,507+4.1% |
| Admin fee / account holder | $2,394 | $16,786-85.7% | $14,329-83.3% | $12,624-81.0% |