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 | $595,796 | $65,365+811.5% | $92,893+541.4% | $72,985+716.3% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.6pp |
| Annual return | 5.23% | 42.10%-36.9pp | 109.41%-104.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $24,589 | $2,594+847.9% | $3,653+573.2% | $2,440+907.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,148 | $4,251+185.7% | $5,794+109.7% | $5,124+137.1% |