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 | $254,762 | $106,749+138.7% | $145,433+75.2% | $82,448+209.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.77% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,281 | $3,444+24.3% | $4,554-6.0% | $2,551+67.8% |
| Participant deferral / active EE | $9,788 | $6,519+50.2% | $7,897+23.9% | $4,139+136.5% |
| Admin fee / account holder | $9,968 | $8,390+18.8% | $13,129-24.1% | $7,234+37.8% |