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 | $435,943 | $80,717+440.1% | $154,803+181.6% | $84,808+414.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.81% | 37.96%-27.1pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $16,173 | $2,761+485.7% | $4,305+275.6% | $2,631+514.7% |
| Participant deferral / active EE | $12,591 | $3,303+281.2% | $5,540+127.2% | $4,212+199.0% |
| Admin fee / account holder | $4,451 | $6,746-34.0% | $14,329-68.9% | $7,344-39.4% |