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 | $369,230 | $88,751+316.0% | $81,812+351.3% | $145,922+153.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.75% | 1025.40%-1018.7pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $9,500 | $3,083+208.1% | $2,912+226.2% | $4,660+103.9% |
| Participant deferral / active EE | $19,125 | $4,643+311.9% | $4,319+342.9% | $6,688+186.0% |
| Admin fee / account holder | $1,648 | $8,415-80.4% | $7,386-77.7% | $13,397-87.7% |