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 | $398,197 | $107,334+271.0% | $92,893+328.7% | $152,861+160.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.22% | 145.58%-145.4pp | 109.41%-109.2pp | 345.32%-345.1pp |
| Employer contribution / active EE | $3,637 | $4,221-13.8% | $3,653-0.4% | $4,762-23.6% |
| Participant deferral / active EE | $5,034 | $4,845+3.9% | $4,236+18.8% | $5,850-14.0% |
| Admin fee / account holder | $13,171 | $7,079+86.0% | $5,794+127.3% | $11,596+13.6% |