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 | $291,830 | $85,202+242.5% | $172,739+68.9% | $72,985+299.9% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 4.75% | 27.32%-22.6pp | 802.84%-798.1pp | 81.00%-76.3pp |
| Employer contribution / active EE | $9,577 | $3,324+188.1% | $5,143+86.2% | $2,440+292.5% |
| Participant deferral / active EE | $4,372 | $3,260+34.1% | $5,198-15.9% | $3,607+21.2% |
| Admin fee / account holder | $150,954 | $5,884+2465.5% | $13,954+981.8% | $5,124+2845.8% |