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 | $347,999 | $80,717+331.1% | $154,803+124.8% | $84,808+310.3% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 10.84% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $14,019 | $2,761+407.7% | $4,305+225.6% | $2,631+432.8% |
| Participant deferral / active EE | $9,087 | $3,303+175.1% | $5,540+64.0% | $4,212+115.8% |
| Admin fee / account holder | $36,525 | $6,746+441.5% | $14,329+154.9% | $7,344+397.4% |