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 | $450,454 | $73,933+509.3% | $96,683+365.9% | $75,163+499.3% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | -1.33% | 26.70%-28.0pp | 35.69%-37.0pp | 160.62%-161.9pp |
| Employer contribution / active EE | $25,863 | $2,928+783.4% | $3,737+592.1% | $2,670+868.7% |
| Participant deferral / active EE | $8,056 | $3,659+120.2% | $4,878+65.2% | $4,125+95.3% |
| Admin fee / account holder | $36,046 | $5,216+591.0% | $6,730+435.6% | $5,651+537.9% |