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 | $400,625 | $80,717+396.3% | $154,803+158.8% | $84,808+372.4% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 11.32% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $7,065 | $2,761+155.9% | $4,305+64.1% | $2,631+168.5% |
| Participant deferral / active EE | $7,950 | $3,303+140.7% | $5,540+43.5% | $4,212+88.8% |
| Admin fee / account holder | $5,558 | $6,746-17.6% | $14,329-61.2% | $7,344-24.3% |