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 | $337,293 | $76,552+340.6% | $123,892+172.2% | $62,891+436.3% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 3.69% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $10,395 | $2,883+260.6% | $4,617+125.2% | $2,281+355.8% |
| Participant deferral / active EE | $8,035 | $4,840+66.0% | $5,984+34.3% | $3,203+150.9% |
| Admin fee / account holder | $12,139 | $4,826+151.5% | $8,357+45.3% | $4,296+182.6% |