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 | $431,074 | $108,825+296.1% | $156,181+176.0% | $82,448+422.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.95% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $7,773 | $2,870+170.8% | $4,294+81.0% | $2,551+204.7% |
| Participant deferral / active EE | $9,801 | $4,577+114.1% | $6,132+59.8% | $4,139+136.8% |
| Admin fee / account holder | $12,235 | $9,341+31.0% | $14,586-16.1% | $7,234+69.1% |