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 | $362,506 | $110,257+228.8% | $96,544+275.5% | $139,434+160.0% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 7.27% | 26.32%-19.0pp | 25.84%-18.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,052 | $3,620-43.3% | $2,965-30.8% | $4,751-56.8% |
| Participant deferral / active EE | $4,327 | $5,548-22.0% | $4,851-10.8% | $6,710-35.5% |
| Admin fee / account holder | $12,872 | $11,591+11.0% | $8,252+56.0% | $11,403+12.9% |