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 | $304,160 | $167,484+81.6% | $151,611+100.6% | $134,475+126.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.80% | 7.80%-36.6pp | 3.33%-32.1pp | 417.96%-446.8pp |
| Employer contribution / active EE | $7,321 | $6,829+7.2% | $6,166+18.7% | $4,740+54.5% |
| Participant deferral / active EE | $8,441 | $8,986-6.1% | $8,363+0.9% | $6,400+31.9% |
| Admin fee / account holder | $21,345 | $13,783+54.9% | $11,616+83.8% | $11,426+86.8% |