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 | $338,009 | $201,272+67.9% | $184,203+83.5% | $145,922+131.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 7.80% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,908 | $7,022-72.8% | $6,427-70.3% | $4,660-59.1% |
| Participant deferral / active EE | $4,111 | $9,806-58.1% | $9,131-55.0% | $6,688-38.5% |
| Admin fee / account holder | $8,908 | $16,364-45.6% | $13,901-35.9% | $13,397-33.5% |