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 | $320,974 | $77,634+313.4% | $156,549+105.0% | $62,891+410.4% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | -0.98% | 50.32%-51.3pp | 32.23%-33.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $20,157 | $3,444+485.3% | $5,501+266.4% | $2,281+783.7% |
| Participant deferral / active EE | $12,654 | $3,045+315.5% | $4,871+159.8% | $3,203+295.1% |
| Admin fee / account holder | $10,533 | $5,561+89.4% | $13,027-19.1% | $4,296+145.2% |