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 | $394,300 | $95,266+313.9% | $82,389+378.6% | $142,382+176.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 1.56% | 25.74%-24.2pp | 28.67%-27.1pp | 217.08%-215.5pp |
| Employer contribution / active EE | $971 | $2,991-67.5% | $2,517-61.4% | $4,299-77.4% |
| Participant deferral / active EE | $5,479 | $4,809+13.9% | $4,155+31.9% | $6,507-15.8% |
| Admin fee / account holder | $3,380 | $8,563-60.5% | $7,231-53.3% | $12,624-73.2% |