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 | $258,675 | $153,772+68.2% | $133,980+93.1% | $273,961-5.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.17% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $5,880 | $6,029-2.5% | $5,211+12.8% | $4,869+20.8% |
| Participant deferral / active EE | $12,665 | $6,958+82.0% | $6,282+101.6% | $5,287+139.6% |
| Admin fee / account holder | $145,300 | $11,765+1135.1% | $9,324+1458.3% | $10,132+1334.1% |