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 | $277,551 | $121,625+128.2% | $104,607+165.3% | $158,922+74.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.28% | 465.26%-465.5pp | 340.46%-340.7pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,386 | $3,163-56.2% | $2,681-48.3% | $4,761-70.9% |
| Participant deferral / active EE | $4,746 | $4,177+13.6% | $3,740+26.9% | $5,982-20.7% |
| Admin fee / account holder | $9,811 | $7,787+26.0% | $6,473+51.6% | $11,246-12.8% |