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 | $435,163 | $214,378+103.0% | $200,582+116.9% | $142,382+205.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.83% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,632 | $6,841-61.5% | $6,419-59.0% | $4,299-38.8% |
| Participant deferral / active EE | $13,519 | $9,865+37.0% | $9,331+44.9% | $6,507+107.8% |
| Admin fee / account holder | $543 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |