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 | $538,401 | $209,411+157.1% | $178,490+201.6% | $158,922+238.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.29% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $7,913 | $5,706+38.7% | $5,011+57.9% | $4,761+66.2% |
| Participant deferral / active EE | $5,001 | $5,954-16.0% | $5,202-3.9% | $5,982-16.4% |
| Admin fee / account holder | $3,848 | $17,074-77.5% | $13,984-72.5% | $11,246-65.8% |