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 | $108,825+162.1% | $156,181+82.6% | $82,448+245.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.71% | 20.59%-9.9pp | 64.87%-54.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $11,588 | $2,870+303.8% | $4,294+169.9% | $2,551+354.3% |
| Participant deferral / active EE | $7,346 | $4,577+60.5% | $6,132+19.8% | $4,139+77.5% |
| Admin fee / account holder | $66,117 | $9,341+607.8% | $14,586+353.3% | $7,234+813.9% |