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 | $377,417 | $89,355+322.4% | $141,162+167.4% | $72,985+417.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 18.12% | 111.85%-93.7pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $5,788 | $3,114+85.9% | $4,735+22.2% | $2,440+137.2% |
| Participant deferral / active EE | $6,700 | $5,418+23.7% | $6,709-0.1% | $3,607+85.7% |
| Admin fee / account holder | $16,005 | $5,958+168.6% | $10,261+56.0% | $5,124+212.3% |