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 | $263,222 | $80,717+226.1% | $154,803+70.0% | $84,808+210.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.42% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,274 | $2,761+91.0% | $4,305+22.5% | $2,631+100.5% |
| Participant deferral / active EE | $8,478 | $3,303+156.7% | $5,540+53.0% | $4,212+101.3% |
| Admin fee / account holder | $5,758 | $6,746-14.6% | $14,329-59.8% | $7,344-21.6% |