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 | $370,725 | $115,770+220.2% | $101,248+266.2% | $158,922+133.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.05% | 56.14%-49.1pp | 46.47%-39.4pp | 302.83%-295.8pp |
| Employer contribution / active EE | $3,571 | $4,175-14.5% | $3,660-2.4% | $4,761-25.0% |
| Participant deferral / active EE | $4,969 | $4,957+0.2% | $4,370+13.7% | $5,982-16.9% |
| Admin fee / account holder | $45,740 | $7,245+531.3% | $5,945+669.3% | $11,246+306.7% |