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 | $351,204 | $148,534+136.4% | $135,903+158.4% | $139,434+151.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.90% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $11,653 | $5,243+122.3% | $4,856+140.0% | $4,751+145.3% |
| Participant deferral / active EE | $8,600 | $8,100+6.2% | $7,758+10.9% | $6,710+28.2% |
| Admin fee / account holder | $17,915 | $12,400+44.5% | $10,762+66.5% | $11,403+57.1% |