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 | $278,516 | $101,724+173.8% | $164,813+69.0% | $80,856+244.5% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 10.02% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,094 | $2,953+4.7% | $4,341-28.7% | $2,755+12.3% |
| Participant deferral / active EE | $12,069 | $4,477+169.6% | $6,031+100.1% | $4,296+180.9% |
| Admin fee / account holder | $4,639 | $8,227-43.6% | $12,690-63.4% | $6,918-32.9% |