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 | $269,745 | $103,376+160.9% | $87,100+209.7% | $152,861+76.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 0.94% | 28.10%-27.2pp | 28.19%-27.2pp | 345.32%-344.4pp |
| Employer contribution / active EE | $2,625 | $3,220-18.5% | $2,521+4.1% | $4,762-44.9% |
| Participant deferral / active EE | $4,048 | $4,778-15.3% | $4,0490% | $5,850-30.8% |
| Admin fee / account holder | $12,747 | $12,205+4.4% | $7,497+70.0% | $11,596+9.9% |