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 | $360,907 | $175,202+106.0% | $149,673+141.1% | $139,434+158.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.23% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,744 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $10,534 | $6,519+61.6% | $5,680+85.4% | $6,710+57.0% |
| Admin fee / account holder | $3,144 | $16,150-80.5% | $13,210-76.2% | $11,403-72.4% |