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 | $344,363 | $91,190+277.6% | $178,490+92.9% | $79,858+331.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 9.43% | 24.19%-14.8pp | 151.07%-141.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $8,164 | $3,256+150.8% | $5,011+62.9% | $2,471+230.4% |
| Participant deferral / active EE | $7,970 | $3,236+146.3% | $5,202+53.2% | $3,740+113.1% |
| Admin fee / account holder | $1,398 | $6,751-79.3% | $13,984-90.0% | $5,306-73.7% |