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 | $269,217 | $154,228+74.6% | $145,433+85.1% | $137,256+96.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.74% | 74.59%-70.8pp | 66.58%-62.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $4,250 | $4,804-11.5% | $4,554-6.7% | $4,156+2.3% |
| Participant deferral / active EE | $11,766 | $8,216+43.2% | $7,897+49.0% | $6,407+83.7% |
| Admin fee / account holder | $490,385 | $14,344+3318.8% | $13,129+3635.1% | $12,270+3896.6% |