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 | $294,578 | $93,571+214.8% | $135,903+116.8% | $75,163+291.9% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 14.28% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $12,441 | $3,537+251.8% | $4,856+156.2% | $2,670+366.0% |
| Participant deferral / active EE | $13,025 | $6,404+103.4% | $7,758+67.9% | $4,125+215.8% |
| Admin fee / account holder | $19,967 | $6,975+186.3% | $10,762+85.5% | $5,651+253.3% |