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 | $637,176 | $80,717+689.4% | $154,803+311.6% | $84,808+651.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 11.26% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $26,228 | $2,761+849.8% | $4,305+509.2% | $2,631+896.9% |
| Participant deferral / active EE | $16,355 | $3,303+395.1% | $5,540+195.2% | $4,212+288.3% |
| Admin fee / account holder | $55,628 | $6,746+724.6% | $14,329+288.2% | $7,344+657.5% |