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 | $320,450 | $201,272+59.2% | $184,203+74.0% | $145,922+119.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.63% | 29.00%-25.4pp | 28.81%-25.2pp | 561.29%-557.7pp |
| Employer contribution / active EE | $13,298 | $7,022+89.4% | $6,427+106.9% | $4,660+185.4% |
| Participant deferral / active EE | $8,783 | $9,806-10.4% | $9,131-3.8% | $6,688+31.3% |
| Admin fee / account holder | $438 | $16,364-97.3% | $13,901-96.9% | $13,397-96.7% |