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 | $523,657 | $167,484+212.7% | $151,611+245.4% | $134,475+289.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -22.73% | 7.80%-30.5pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $7,959 | $6,829+16.5% | $6,166+29.1% | $4,740+67.9% |
| Participant deferral / active EE | $14,640 | $8,986+62.9% | $8,363+75.1% | $6,400+128.8% |
| Admin fee / account holder | $376 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |