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 | $630,279 | $133,958+370.5% | $112,228+461.6% | $134,475+368.7% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -24.16% | 47.11%-71.3pp | 27.45%-51.6pp | 417.96%-442.1pp |
| Employer contribution / active EE | $5,068 | $4,038+25.5% | $3,635+39.4% | $4,740+6.9% |
| Participant deferral / active EE | $16,852 | $5,291+218.5% | $4,728+256.4% | $6,400+163.3% |
| Admin fee / account holder | $7,747 | $7,489+3.4% | $6,410+20.9% | $11,426-32.2% |