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 | $303,001 | $109,881+175.8% | $150,045+101.9% | $84,808+257.3% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 11.74% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $14,481 | $3,561+306.6% | $4,693+208.6% | $2,631+450.4% |
| Participant deferral / active EE | $10,695 | $6,636+61.2% | $7,997+33.7% | $4,212+154.0% |
| Admin fee / account holder | $1,964 | $8,568-77.1% | $13,435-85.4% | $7,344-73.3% |