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 | $269,677 | $85,766+214.4% | $136,294+97.9% | $70,131+284.5% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 14.07% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $10,700 | $2,966+260.7% | $4,695+127.9% | $2,342+356.8% |
| Participant deferral / active EE | $5,576 | $5,051+10.4% | $6,247-10.7% | $3,332+67.4% |
| Admin fee / account holder | $22,336 | $5,420+312.1% | $9,243+141.6% | $4,645+380.8% |