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 | $398,346 | $116,175+242.9% | $93,606+325.6% | $152,861+160.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.41% | 35.96%-32.6pp | 32.76%-29.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,671 | $3,218-17.0% | $2,718-1.7% | $4,762-43.9% |
| Participant deferral / active EE | $4,687 | $4,603+1.8% | $4,069+15.2% | $5,850-19.9% |
| Admin fee / account holder | $1,124 | $10,748-89.5% | $7,888-85.8% | $11,596-90.3% |