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 | $362,308 | $58,851+515.6% | $115,157+214.6% | $72,985+396.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | -1.43% | 23.16%-24.6pp | 35.60%-37.0pp | 81.00%-82.4pp |
| Employer contribution / active EE | $6,314 | $1,798+251.2% | $3,179+98.6% | $2,440+158.8% |
| Participant deferral / active EE | $10,852 | $2,643+310.7% | $4,168+160.3% | $3,607+200.8% |
| Admin fee / account holder | $15,606 | $6,370+145.0% | $7,088+120.2% | $5,124+204.6% |