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 | $429,289 | $106,890+301.6% | $84,015+411.0% | $152,861+180.8% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 1.84% | 104.99%-103.1pp | 71.31%-69.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $19,643 | $2,734+618.4% | $1,983+890.4% | $4,762+312.5% |
| Participant deferral / active EE | $2,933 | $4,011-26.9% | $3,239-9.4% | $5,850-49.9% |
| Admin fee / account holder | $2,164 | $8,285-73.9% | $6,101-64.5% | $11,596-81.3% |