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 | $255,291 | $69,515+267.2% | $86,874+193.9% | $85,850+197.4% |
| Participation rate | 88.0% | 66.3%+21.7pp | 71.6%+16.4pp | 69.3%+18.7pp |
| Annual return | 9.56% | 20.12%-10.6pp | 63.52%-54.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,750 | $1,880-6.9% | $2,495-29.9% | $2,565-31.8% |
| Participant deferral / active EE | $7,437 | $2,919+154.8% | $3,699+101.1% | $3,952+88.2% |
| Admin fee / account holder | $30,184 | $5,972+405.4% | $5,828+417.9% | $6,260+382.2% |