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 | $408,820 | $102,317+299.6% | $146,958+178.2% | $80,856+405.6% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 9.32% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $7,091 | $3,713+91.0% | $4,933+43.7% | $2,755+157.4% |
| Participant deferral / active EE | $5,902 | $6,644-11.2% | $8,070-26.9% | $4,296+37.4% |
| Admin fee / account holder | $3,070 | $7,941-61.3% | $12,998-76.4% | $6,918-55.6% |