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 | $414,234 | $116,175+256.6% | $93,606+342.5% | $152,861+171.0% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 4.84% | 35.96%-31.1pp | 32.76%-27.9pp | 345.32%-340.5pp |
| Employer contribution / active EE | $9,444 | $3,218+193.5% | $2,718+247.5% | $4,762+98.3% |
| Participant deferral / active EE | $9,977 | $4,603+116.7% | $4,069+145.2% | $5,850+70.5% |
| Admin fee / account holder | $340,878 | $10,748+3071.6% | $7,888+4221.3% | $11,596+2839.5% |