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 | $825,006 | $175,202+370.9% | $149,673+451.2% | $139,434+491.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -0.57% | 166.71%-167.3pp | 134.42%-135.0pp | 372.94%-373.5pp |
| Employer contribution / active EE | $2,719 | $5,474-50.3% | $4,818-43.6% | $4,751-42.8% |
| Participant deferral / active EE | $11,434 | $6,519+75.4% | $5,680+101.3% | $6,710+70.4% |
| Admin fee / account holder | $28,270 | $16,150+75.0% | $13,210+114.0% | $11,403+147.9% |