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 | $349,166 | $114,381+205.3% | $107,525+224.7% | $142,382+145.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.31% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $12,140 | $4,015+202.4% | $3,754+223.4% | $4,299+182.4% |
| Participant deferral / active EE | $16,722 | $5,564+200.5% | $5,116+226.9% | $6,507+157.0% |
| Admin fee / account holder | $15,383 | $9,860+56.0% | $8,919+72.5% | $12,624+21.9% |