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 | $321,634 | $96,484+233.4% | $75,886+323.8% | $152,861+110.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 7.92% | 33.98%-26.1pp | 30.76%-22.8pp | 345.32%-337.4pp |
| Employer contribution / active EE | $4,444 | $3,309+34.3% | $2,500+77.7% | $4,762-6.7% |
| Participant deferral / active EE | $8,847 | $4,553+94.3% | $3,603+145.6% | $5,850+51.2% |
| Admin fee / account holder | $1,186 | $8,078-85.3% | $5,418-78.1% | $11,596-89.8% |