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 | $281,545 | $87,841+220.5% | $133,980+110.1% | $62,891+347.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 1.85% | 12.05%-10.2pp | 29.30%-27.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $13,357 | $3,483+283.5% | $5,211+156.3% | $2,281+485.6% |
| Participant deferral / active EE | $6,436 | $4,812+33.7% | $6,282+2.4% | $3,203+100.9% |
| Admin fee / account holder | $4,335 | $5,371-19.3% | $9,324-53.5% | $4,296+0.9% |