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 | $270,592 | $72,492+273.3% | $87,100+210.7% | $72,985+270.8% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 4.55% | 24.46%-19.9pp | 28.19%-23.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $3,837 | $1,894+102.6% | $2,521+52.2% | $2,440+57.3% |
| Participant deferral / active EE | $7,210 | $3,270+120.5% | $4,049+78.1% | $3,607+99.9% |
| Admin fee / account holder | $2,230 | $5,055-55.9% | $7,497-70.3% | $5,124-56.5% |