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 | $262,037 | $85,022+208.2% | $70,515+271.6% | $139,434+87.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.08% | 30.38%-23.3pp | 32.77%-25.7pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,217 | $3,909-68.9% | $2,973-59.1% | $4,751-74.4% |
| Participant deferral / active EE | $11,250 | $5,890+91.0% | $4,567+146.3% | $6,710+67.7% |
| Admin fee / account holder | $2,072 | $8,906-76.7% | $6,412-67.7% | $11,403-81.8% |