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 9-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 | $265,905 | $56,897+367.3% | $84,750+213.8% | $62,891+322.8% |
| Participation rate | 96.2% | 68.5%+27.7pp | 76.6%+19.6pp | 69.3%+26.9pp |
| Annual return | 2.97% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $5,902 | $2,400+145.9% | $3,574+65.1% | $2,281+158.7% |
| Participant deferral / active EE | $8,519 | $2,709+214.4% | $3,712+129.5% | $3,203+166.0% |
| Admin fee / account holder | $18,466 | $3,581+415.7% | $5,332+246.3% | $4,296+329.9% |