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 | $378,351 | $185,822+103.6% | $169,993+122.6% | $139,434+171.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.87% | 60.50%-54.6pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,300 | $7,590-69.7% | $6,785-66.1% | $4,751-51.6% |
| Participant deferral / active EE | $8,400 | $11,622-27.7% | $10,408-19.3% | $6,710+25.2% |
| Admin fee / account holder | $3,859 | $15,381-74.9% | $12,815-69.9% | $11,403-66.2% |