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 | $299,668 | $65,365+358.5% | $92,893+222.6% | $72,985+310.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.05% | 42.10%-31.1pp | 109.41%-98.4pp | 81.00%-70.0pp |
| Employer contribution / active EE | $9,592 | $2,594+269.8% | $3,653+162.6% | $2,440+293.1% |
| Participant deferral / active EE | $8,996 | $3,128+187.6% | $4,236+112.4% | $3,607+149.4% |
| Admin fee / account holder | $15,966 | $4,251+275.6% | $5,794+175.6% | $5,124+211.6% |