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 | $264,569 | $115,882+128.3% | $100,516+163.2% | $158,922+66.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.08% | 34.79%-29.7pp | 30.89%-25.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,931 | $4,103+20.2% | $3,418+44.3% | $4,761+3.6% |
| Participant deferral / active EE | $4,195 | $6,674-37.1% | $6,270-33.1% | $5,982-29.9% |
| Admin fee / account holder | $74,302 | $10,995+575.8% | $8,081+819.5% | $11,246+560.7% |