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 | $301,288 | $77,503+288.7% | $100,391+200.1% | $80,856+272.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 11.98% | 37.20%-25.2pp | 49.20%-37.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $9,833 | $2,801+251.1% | $3,942+149.5% | $2,755+256.9% |
| Participant deferral / active EE | $5,056 | $6,820-25.9% | $8,082-37.4% | $4,296+17.7% |
| Admin fee / account holder | $8,207 | $5,897+39.2% | $7,899+3.9% | $6,918+18.6% |