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 | $257,568 | $93,571+175.3% | $135,903+89.5% | $75,163+242.7% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 14.64% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $7,135 | $3,537+101.8% | $4,856+46.9% | $2,670+167.3% |
| Participant deferral / active EE | $11,499 | $6,404+79.6% | $7,758+48.2% | $4,125+178.8% |
| Admin fee / account holder | $10,953 | $6,975+57.0% | $10,762+1.8% | $5,651+93.8% |