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 | $256,871 | $106,749+140.6% | $145,433+76.6% | $82,448+211.6% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 13.25% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,799 | $6,519+188.4% | $7,897+138.0% | $4,139+354.2% |
| Admin fee / account holder | $20,411 | $8,390+143.3% | $13,129+55.5% | $7,234+182.1% |