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 | $441,490 | $109,881+301.8% | $150,045+194.2% | $84,808+420.6% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.7pp | 68.3%+23.8pp |
| Annual return | 12.22% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $15,556 | $3,561+336.8% | $4,693+231.5% | $2,631+491.2% |
| Participant deferral / active EE | $11,354 | $6,636+71.1% | $7,997+42.0% | $4,212+169.6% |
| Admin fee / account holder | $63,372 | $8,568+639.6% | $13,435+371.7% | $7,344+762.9% |