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 | $281,268 | $91,190+208.4% | $178,490+57.6% | $79,858+252.2% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 6.10% | 24.19%-18.1pp | 151.07%-145.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $12,571 | $3,256+286.1% | $5,011+150.9% | $2,471+408.8% |
| Participant deferral / active EE | $10,118 | $3,236+212.6% | $5,202+94.5% | $3,740+170.5% |
| Admin fee / account holder | $6,468 | $6,751-4.2% | $13,984-53.7% | $5,306+21.9% |