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 | $281,992 | $89,355+215.6% | $141,162+99.8% | $72,985+286.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 7.33% | 111.85%-104.5pp | 71.39%-64.1pp | 81.00%-73.7pp |
| Employer contribution / active EE | $5,000 | $3,114+60.5% | $4,735+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $8,483 | $5,418+56.6% | $6,709+26.4% | $3,607+135.1% |
| Admin fee / account holder | $5,089 | $5,958-14.6% | $10,261-50.4% | $5,124-0.7% |