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 9-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 | $589,782 | $209,832+181.1% | $189,513+211.2% | $167,490+252.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -5.40% | 748.27%-753.7pp | 555.15%-560.6pp | 478.56%-484.0pp |
| Employer contribution / active EE | $1,838 | $6,914-73.4% | $6,162-70.2% | $4,837-62.0% |
| Participant deferral / active EE | $7,225 | $8,935-19.1% | $8,221-12.1% | $6,341+13.9% |
| Admin fee / account holder | $2,667 | $14,293-81.3% | $12,045-77.9% | $12,309-78.3% |