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 | $365,767 | $109,359+234.5% | $162,163+125.6% | $72,985+401.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.07% | 25.46%-11.4pp | 115.59%-101.5pp | 81.00%-66.9pp |
| Employer contribution / active EE | $2,039 | $3,907-47.8% | $5,614-63.7% | $2,440-16.4% |
| Participant deferral / active EE | $6,490 | $5,481+18.4% | $7,298-11.1% | $3,607+79.9% |
| Admin fee / account holder | $1,113 | $7,972-86.0% | $10,843-89.7% | $5,124-78.3% |