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 | $254,954 | $111,754+128.1% | $103,333+146.7% | $145,922+74.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.51% | 24.77%-19.3pp | 24.88%-19.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $22,728 | $4,212+439.5% | $3,868+487.6% | $4,660+387.8% |
| Participant deferral / active EE | $9,808 | $5,619+74.6% | $5,057+93.9% | $6,688+46.7% |
| Admin fee / account holder | $654 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |