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 | $364,678 | $167,484+117.7% | $151,611+140.5% | $134,475+171.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.59% | 7.80%-35.4pp | 3.33%-30.9pp | 417.96%-445.5pp |
| Employer contribution / active EE | $5,599 | $6,829-18.0% | $6,166-9.2% | $4,740+18.1% |
| Participant deferral / active EE | $17,689 | $8,986+96.9% | $8,363+111.5% | $6,400+176.4% |
| Admin fee / account holder | $26,301 | $13,783+90.8% | $11,616+126.4% | $11,426+130.2% |