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 | $560,710 | $214,378+161.6% | $200,582+179.5% | $142,382+293.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.04% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $7,078 | $6,841+3.5% | $6,419+10.3% | $4,299+64.6% |
| Participant deferral / active EE | $20,140 | $9,865+104.2% | $9,331+115.8% | $6,507+209.5% |
| Admin fee / account holder | $53,554 | $17,692+202.7% | $16,305+228.5% | $12,624+324.2% |