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 | $319,440 | $138,044+131.4% | $125,339+154.9% | $134,475+137.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -22.77% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,825 | $5,243-27.1% | $4,814-20.5% | $4,740-19.3% |
| Participant deferral / active EE | $11,403 | $7,799+46.2% | $7,446+53.1% | $6,400+78.2% |
| Admin fee / account holder | $16,413 | $11,571+41.8% | $10,010+64.0% | $11,426+43.6% |