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 | $285,177 | $109,413+160.6% | $156,263+82.5% | $84,808+236.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.71% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $11,588 | $2,907+298.6% | $4,333+167.4% | $2,631+340.4% |
| Participant deferral / active EE | $7,346 | $4,590+60.1% | $6,158+19.3% | $4,212+74.4% |
| Admin fee / account holder | $66,117 | $9,357+606.6% | $14,255+363.8% | $7,344+800.3% |