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 | $463,786 | $93,571+395.7% | $135,903+241.3% | $75,163+517.0% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 15.13% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $7,337 | $3,537+107.5% | $4,856+51.1% | $2,670+174.8% |
| Participant deferral / active EE | $9,507 | $6,404+48.5% | $7,758+22.5% | $4,125+130.5% |
| Admin fee / account holder | $29,479 | $6,975+322.6% | $10,762+173.9% | $5,651+421.7% |