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 | $383,520 | $114,381+235.3% | $107,525+256.7% | $142,382+169.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 9.24% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $8,333 | $4,015+107.6% | $3,754+122.0% | $4,299+93.8% |
| Participant deferral / active EE | $8,958 | $5,564+61.0% | $5,116+75.1% | $6,507+37.7% |
| Admin fee / account holder | $310,202 | $9,860+3046.0% | $8,919+3378.1% | $12,624+2357.3% |