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 | $260,150 | $114,381+127.4% | $107,525+141.9% | $142,382+82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.70% | 242.71%-239.0pp | 181.32%-177.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $8,559 | $4,015+113.2% | $3,754+128.0% | $4,299+99.1% |
| Participant deferral / active EE | $7,900 | $5,564+42.0% | $5,116+54.4% | $6,507+21.4% |
| Admin fee / account holder | $1,413 | $9,860-85.7% | $8,919-84.2% | $12,624-88.8% |