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 | $292,654 | $103,376+183.1% | $87,100+236.0% | $152,861+91.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 5.35% | 28.10%-22.7pp | 28.19%-22.8pp | 345.32%-340.0pp |
| Employer contribution / active EE | $4,673 | $3,220+45.1% | $2,521+85.3% | $4,762-1.9% |
| Participant deferral / active EE | $12,740 | $4,778+166.7% | $4,049+214.7% | $5,850+117.8% |
| Admin fee / account holder | $26,855 | $12,205+120.0% | $7,497+258.2% | $11,596+131.6% |