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 | $396,305 | $148,534+166.8% | $135,903+191.6% | $139,434+184.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.11% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,982 | $5,243-62.2% | $4,856-59.2% | $4,751-58.3% |
| Participant deferral / active EE | $2,548 | $8,100-68.5% | $7,758-67.2% | $6,710-62.0% |
| Admin fee / account holder | $153,878 | $12,400+1141.0% | $10,762+1329.8% | $11,403+1249.5% |