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 | $482,093 | $158,398+204.4% | $126,539+281.0% | $142,382+238.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.25% | 593.76%-586.5pp | 425.95%-418.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,778 | $4,650-61.8% | $3,674-51.6% | $4,299-58.6% |
| Participant deferral / active EE | $5,131 | $4,767+7.6% | $4,083+25.7% | $6,507-21.2% |
| Admin fee / account holder | $4,778 | $6,918-30.9% | $6,065-21.2% | $12,624-62.2% |