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 | $395,471 | $52,279+656.5% | $89,391+342.4% | $79,858+395.2% |
| Participation rate | 93.9% | 57.5%+36.4pp | 68.0%+26.0pp | 69.6%+24.3pp |
| Annual return | 10.56% | 22.16%-11.6pp | 245.62%-235.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $4,139 | $1,572+163.4% | $2,586+60.1% | $2,471+67.5% |
| Participant deferral / active EE | $8,661 | $2,740+216.1% | $3,890+122.7% | $3,740+131.6% |
| Admin fee / account holder | $30,795 | $3,356+817.5% | $4,881+530.9% | $5,306+480.4% |