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 | $372,310 | $94,529+293.9% | $140,016+165.9% | $64,186+480.1% |
| Participation rate | 85.3% | 84.1%+1.2pp | 87.5%-2.2pp | 69.6%+15.7pp |
| Annual return | -8.44% | 7.77%-16.2pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $23,956 | $3,812+528.4% | $5,606+327.3% | $2,381+906.2% |
| Participant deferral / active EE | $5,256 | $5,250+0.1% | $6,927-24.1% | $3,470+51.5% |
| Admin fee / account holder | $34,289 | $6,741+408.7% | $10,705+220.3% | $4,888+601.5% |