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 | $284,705 | $77,899+265.5% | $149,673+90.2% | $75,163+278.8% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 12.55% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $13,333 | $3,137+325.0% | $4,818+176.8% | $2,670+399.4% |
| Participant deferral / active EE | $7,098 | $3,411+108.1% | $5,680+25.0% | $4,125+72.1% |
| Admin fee / account holder | $37,886 | $5,956+536.1% | $13,210+186.8% | $5,651+570.4% |