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 9-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 | $458,694 | $80,717+468.3% | $154,803+196.3% | $84,808+440.9% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 10.70% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $6,075 | $2,761+120.0% | $4,305+41.1% | $2,631+130.9% |
| Participant deferral / active EE | $14,271 | $3,303+332.0% | $5,540+157.6% | $4,212+238.9% |
| Admin fee / account holder | $207,162 | $6,746+2971.0% | $14,329+1345.7% | $7,344+2720.9% |