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 | $471,019 | $102,604+359.1% | $86,188+446.5% | $139,434+237.8% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 5.53% | 1922.51%-1917.0pp | 1168.45%-1162.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,571 | $3,032-15.2% | $2,380+8.0% | $4,751-45.9% |
| Participant deferral / active EE | $4,979 | $4,676+6.5% | $3,985+24.9% | $6,710-25.8% |
| Admin fee / account holder | $5,620 | $8,657-35.1% | $6,852-18.0% | $11,403-50.7% |