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 | $379,389 | $167,484+126.5% | $151,611+150.2% | $134,475+182.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -22.92% | 7.80%-30.7pp | 3.33%-26.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $4,227 | $6,829-38.1% | $6,166-31.4% | $4,740-10.8% |
| Participant deferral / active EE | $12,892 | $8,986+43.5% | $8,363+54.1% | $6,400+101.4% |
| Admin fee / account holder | $4,362 | $13,783-68.4% | $11,616-62.4% | $11,426-61.8% |