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 | $458,788 | $91,538+401.2% | $129,995+252.9% | $75,163+510.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.39% | -631.11%+634.5pp | -137.18%+140.6pp | 160.62%-157.2pp |
| Employer contribution / active EE | $4,818 | $2,845+69.3% | $4,320+11.5% | $2,670+80.5% |
| Participant deferral / active EE | $11,479 | $4,341+164.4% | $5,820+97.2% | $4,125+178.3% |
| Admin fee / account holder | $10,450 | $6,790+53.9% | $10,614-1.5% | $5,651+84.9% |