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 | $825,144 | $154,228+435.0% | $145,433+467.4% | $137,256+501.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 12.31% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,050 | $4,804-78.2% | $4,554-77.0% | $4,156-74.7% |
| Participant deferral / active EE | $13,462 | $8,216+63.8% | $7,897+70.5% | $6,407+110.1% |
| Admin fee / account holder | $22,919 | $14,344+59.8% | $13,129+74.6% | $12,270+86.8% |