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 | $506,228 | $127,386+297.4% | $115,037+340.1% | $125,391+303.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.23% | 31.28%-37.5pp | 26.14%-32.4pp | 282.22%-288.5pp |
| Employer contribution / active EE | $11,628 | $5,166+125.1% | $4,608+152.4% | $4,866+139.0% |
| Participant deferral / active EE | $6,000 | $6,423-6.6% | $6,026-0.4% | $5,352+12.1% |
| Admin fee / account holder | $3,353 | $9,516-64.8% | $8,175-59.0% | $9,540-64.9% |