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 | $259,853 | $123,793+109.9% | $177,821+46.1% | $79,858+225.4% |
| Participation rate | 98.5% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 10.58% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $8,913 | $4,095+117.6% | $5,918+50.6% | $2,471+260.7% |
| Participant deferral / active EE | $13,538 | $5,956+127.3% | $7,714+75.5% | $3,740+262.0% |
| Admin fee / account holder | $2,540 | $7,243-64.9% | $12,427-79.6% | $5,306-52.1% |