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 | $312,897 | $181,894+72.0% | $156,549+99.9% | $273,961+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.36% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $3,802 | $6,248-39.1% | $5,501-30.9% | $4,869-21.9% |
| Participant deferral / active EE | $4,325 | $5,550-22.1% | $4,871-11.2% | $5,287-18.2% |
| Admin fee / account holder | $15,747 | $15,559+1.2% | $13,027+20.9% | $10,132+55.4% |