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 | $268,472 | $78,672+241.3% | $109,143+146.0% | $85,850+212.7% |
| Participation rate | 72.7% | 68.3%+4.5pp | 75.9%-3.1pp | 69.3%+3.4pp |
| Annual return | 8.35% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $4,149 | $2,735+51.7% | $3,722+11.5% | $2,565+61.7% |
| Participant deferral / active EE | $10,030 | $3,467+189.3% | $4,653+115.5% | $3,952+153.8% |
| Admin fee / account holder | $4,661 | $5,469-14.8% | $6,752-31.0% | $6,260-25.5% |