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 | $510,038 | $127,264+300.8% | $109,895+364.1% | $167,490+204.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -0.28% | 22.97%-23.3pp | 29.45%-29.7pp | 478.56%-478.8pp |
| Employer contribution / active EE | $7,814 | $3,322+135.2% | $2,842+174.9% | $4,837+61.5% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $17,340 | $7,114+143.7% | $6,066+185.9% | $12,309+40.9% |