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 8-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 | $270,721 | $78,422+245.2% | $95,952+182.1% | $79,858+239.0% |
| Participation rate | 84.8% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.2pp |
| Annual return | 9.72% | 19.37%-9.7pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $11,650 | $1,945+498.9% | $2,541+358.5% | $2,471+371.5% |
| Participant deferral / active EE | $5,668 | $3,440+64.8% | $4,167+36.0% | $3,740+51.6% |
| Admin fee / account holder | $4,330 | $5,622-23.0% | $6,795-36.3% | $5,306-18.4% |