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 | $321,042 | $140,940+127.8% | $112,229+186.1% | $139,434+130.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -4.95% | 32.71%-37.7pp | 30.20%-35.2pp | 372.94%-377.9pp |
| Employer contribution / active EE | $5,139 | $4,283+20.0% | $3,430+49.8% | $4,751+8.2% |
| Participant deferral / active EE | $8,917 | $5,874+51.8% | $4,798+85.8% | $6,710+32.9% |
| Admin fee / account holder | $8,295 | $9,954-16.7% | $7,748+7.0% | $11,403-27.3% |