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 | $353,256 | $167,484+110.9% | $151,611+133.0% | $134,475+162.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.72% | 7.80%-30.5pp | 3.33%-26.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $15,180 | $6,829+122.3% | $6,166+146.2% | $4,740+220.3% |
| Participant deferral / active EE | $15,737 | $8,986+75.1% | $8,363+88.2% | $6,400+145.9% |
| Admin fee / account holder | $2,035 | $13,783-85.2% | $11,616-82.5% | $11,426-82.2% |