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 | $279,533 | $117,381+138.1% | $99,443+181.1% | $152,861+82.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.18% | 31.87%-28.7pp | 30.72%-27.5pp | 345.32%-342.1pp |
| Employer contribution / active EE | $1,512 | $3,013-49.8% | $2,540-40.5% | $4,762-68.3% |
| Participant deferral / active EE | $4,442 | $4,086+8.7% | $3,619+22.8% | $5,850-24.1% |
| Admin fee / account holder | $24,681 | $7,631+223.4% | $6,250+294.9% | $11,596+112.8% |