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 | $272,693 | $114,381+138.4% | $107,525+153.6% | $142,382+91.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.82% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $6,612 | $4,015+64.7% | $3,754+76.2% | $4,299+53.8% |
| Participant deferral / active EE | $19,324 | $5,564+247.3% | $5,116+277.7% | $6,507+197.0% |
| Admin fee / account holder | $128,765 | $9,860+1205.9% | $8,919+1343.8% | $12,624+920.0% |