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 | $329,924 | $81,248+306.1% | $155,509+112.2% | $80,856+308.0% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 9.67% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $9,645 | $3,100+211.1% | $4,672+106.4% | $2,755+250.1% |
| Participant deferral / active EE | $5,915 | $3,452+71.4% | $5,626+5.1% | $4,296+37.7% |
| Admin fee / account holder | $58,911 | $7,997+636.6% | $15,912+270.2% | $6,918+751.6% |