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 | $1,143,687 | $77,899+1368.2% | $149,673+664.1% | $75,163+1421.6% |
| Participation rate | 93.6% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.4pp |
| Annual return | 7.39% | 31.72%-24.3pp | 134.42%-127.0pp | 160.62%-153.2pp |
| Employer contribution / active EE | $30,076 | $3,137+858.6% | $4,818+524.3% | $2,670+1026.5% |
| Participant deferral / active EE | $17,426 | $3,411+410.9% | $5,680+206.8% | $4,125+322.4% |
| Admin fee / account holder | $28,905 | $5,956+385.3% | $13,210+118.8% | $5,651+411.5% |