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 | $312,582 | $117,983+164.9% | $101,794+207.1% | $142,382+119.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.19% | 36.92%-32.7pp | 30.53%-26.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $4,359 | $2,773+57.2% | $2,289+90.4% | $4,299+1.4% |
| Participant deferral / active EE | $1,695 | $4,714-64.1% | $4,084-58.5% | $6,507-74.0% |
| Admin fee / account holder | $28,330 | $10,433+171.5% | $8,777+222.8% | $12,624+124.4% |