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 | $320,934 | $148,534+116.1% | $135,903+136.1% | $139,434+130.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | -7.00% | 79.19%-86.2pp | 68.23%-75.2pp | 372.94%-379.9pp |
| Employer contribution / active EE | $8,994 | $5,243+71.5% | $4,856+85.2% | $4,751+89.3% |
| Participant deferral / active EE | $13,520 | $8,100+66.9% | $7,758+74.3% | $6,710+101.5% |
| Admin fee / account holder | $194,022 | $12,400+1464.7% | $10,762+1702.8% | $11,403+1601.6% |