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 | $474,054 | $96,635+390.6% | $86,612+447.3% | $139,434+240.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 10.11% | 106.41%-96.3pp | 591.07%-581.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $3,439 | $3,263+5.4% | $3,022+13.8% | $4,751-27.6% |
| Participant deferral / active EE | $6,012 | $4,836+24.3% | $4,438+35.5% | $6,710-10.4% |
| Admin fee / account holder | $2,104 | $6,408-67.2% | $5,614-62.5% | $11,403-81.6% |