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 | $272,790 | $84,233+223.9% | $170,442+60.0% | $70,131+289.0% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 11.95% | 23.06%-11.1pp | 205.93%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $16,690 | $3,387+392.8% | $5,433+207.2% | $2,342+612.5% |
| Participant deferral / active EE | $7,523 | $3,086+143.8% | $4,939+52.3% | $3,332+125.8% |
| Admin fee / account holder | $26,227 | $5,698+360.3% | $13,880+88.9% | $4,645+464.6% |