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 | $263,028 | $72,277+263.9% | $101,248+159.8% | $79,858+229.4% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%-0.1pp | 69.6%+6.1pp |
| Annual return | 10.58% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,303 | $2,692+97.0% | $3,660+44.9% | $2,471+114.6% |
| Participant deferral / active EE | $9,562 | $3,282+191.4% | $4,370+118.8% | $3,740+155.7% |
| Admin fee / account holder | $11,880 | $4,400+170.0% | $5,945+99.8% | $5,306+123.9% |