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 | $276,355 | $88,672+211.7% | $105,223+162.6% | $82,448+235.2% |
| Participation rate | 86.8% | 67.9%+18.8pp | 75.0%+11.7pp | 68.1%+18.7pp |
| Annual return | 12.60% | 30.86%-18.3pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $14,877 | $3,048+388.1% | $3,689+303.3% | $2,551+483.2% |
| Participant deferral / active EE | $6,244 | $4,036+54.7% | $5,072+23.1% | $4,139+50.8% |
| Admin fee / account holder | $54,967 | $7,146+669.2% | $8,859+520.5% | $7,234+659.8% |