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 | $402,427 | $91,538+339.6% | $129,995+209.6% | $75,163+435.4% |
| Participation rate | 89.3% | 71.4%+17.8pp | 78.5%+10.8pp | 67.2%+22.1pp |
| Annual return | 10.60% | -631.11%+641.7pp | -137.18%+147.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $13,122 | $2,845+361.2% | $4,320+203.8% | $2,670+391.5% |
| Participant deferral / active EE | $11,404 | $4,341+162.7% | $5,820+95.9% | $4,125+176.5% |
| Admin fee / account holder | $115,948 | $6,790+1607.6% | $10,614+992.4% | $5,651+1951.8% |