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 | $508,360 | $103,376+391.8% | $87,100+483.6% | $152,861+232.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 2.85% | 28.10%-25.3pp | 28.19%-25.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $12,606 | $3,220+291.5% | $2,521+400.0% | $4,762+164.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,915 | $12,205-84.3% | $7,497-74.5% | $11,596-83.5% |