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 | $441,832 | $83,477+429.3% | $125,175+253.0% | $72,985+505.4% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.5%+15.1pp |
| Annual return | 13.72% | 25.78%-12.1pp | 43.79%-30.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,121 | $2,345-9.5% | $3,865-45.1% | $2,440-13.1% |
| Participant deferral / active EE | $2,262 | $3,585-36.9% | $4,937-54.2% | $3,607-37.3% |
| Admin fee / account holder | $6,423 | $5,517+16.4% | $9,702-33.8% | $5,124+25.3% |