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 | $467,981 | $228,332+105.0% | $185,823+151.8% | $158,922+194.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.34% | 40.80%-36.5pp | 35.95%-31.6pp | 302.83%-298.5pp |
| Employer contribution / active EE | $13,260 | $4,967+167.0% | $4,087+224.4% | $4,761+178.5% |
| Participant deferral / active EE | $10,933 | $6,415+70.4% | $5,632+94.1% | $5,982+82.8% |
| Admin fee / account holder | $21,389 | $11,864+80.3% | $9,500+125.1% | $11,246+90.2% |