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 | $414,906 | $214,378+93.5% | $200,582+106.9% | $142,382+191.4% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | -32.83% | 46.41%-79.2pp | 42.33%-75.2pp | 217.08%-249.9pp |
| Employer contribution / active EE | $2,688 | $6,841-60.7% | $6,419-58.1% | $4,299-37.5% |
| Participant deferral / active EE | $15,737 | $9,865+59.5% | $9,331+68.7% | $6,507+141.8% |
| Admin fee / account holder | $10,434 | $17,692-41.0% | $16,305-36.0% | $12,624-17.3% |