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 | $343,457 | $93,571+267.1% | $135,903+152.7% | $75,163+356.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.17% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,232 | $3,537-8.6% | $4,856-33.5% | $2,670+21.0% |
| Participant deferral / active EE | $6,562 | $6,404+2.5% | $7,758-15.4% | $4,125+59.1% |
| Admin fee / account holder | $6,971 | $6,975-0.1% | $10,762-35.2% | $5,651+23.4% |