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 9-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 | $676,997 | $138,044+390.4% | $125,339+440.1% | $134,475+403.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.59% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $7,520 | $5,243+43.4% | $4,814+56.2% | $4,740+58.7% |
| Participant deferral / active EE | $15,269 | $7,799+95.8% | $7,446+105.0% | $6,400+138.6% |
| Admin fee / account holder | $17,930 | $11,571+55.0% | $10,010+79.1% | $11,426+56.9% |