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 | $476,021 | $64,839+634.2% | $95,585+398.0% | $84,808+461.3% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 7.46% | -670.96%+678.4pp | 38.56%-31.1pp | 40.90%-33.4pp |
| Employer contribution / active EE | $833 | $1,759-52.6% | $2,527-67.0% | $2,631-68.3% |
| Participant deferral / active EE | $7,949 | $2,965+168.1% | $4,023+97.6% | $4,212+88.7% |
| Admin fee / account holder | $42,406 | $5,964+611.0% | $6,127+592.1% | $7,344+477.4% |