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 | $259,894 | $85,202+205.0% | $172,739+50.5% | $72,985+256.1% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 10.13% | 27.32%-17.2pp | 802.84%-792.7pp | 81.00%-70.9pp |
| Employer contribution / active EE | $12,607 | $3,324+279.2% | $5,143+145.1% | $2,440+416.7% |
| Participant deferral / active EE | $7,533 | $3,260+131.1% | $5,198+44.9% | $3,607+108.8% |
| Admin fee / account holder | $1,211 | $5,884-79.4% | $13,954-91.3% | $5,124-76.4% |