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 | $343,721 | $202,432+69.8% | $169,368+102.9% | $139,434+146.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.93% | 531.74%-524.8pp | 405.60%-398.7pp | 372.94%-366.0pp |
| Employer contribution / active EE | $8,824 | $4,692+88.0% | $4,013+119.9% | $4,751+85.7% |
| Participant deferral / active EE | $4,007 | $6,938-42.3% | $6,221-35.6% | $6,710-40.3% |
| Admin fee / account holder | $12,388 | $10,708+15.7% | $9,003+37.6% | $11,403+8.6% |