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 | $329,465 | $190,805+72.7% | $159,960+106.0% | $134,475+145.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.18% | 552.23%-576.4pp | 408.60%-432.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $4,223 | $4,995-15.5% | $4,226-0.1% | $4,740-10.9% |
| Participant deferral / active EE | $7,714 | $6,923+11.4% | $6,182+24.8% | $6,400+20.5% |
| Admin fee / account holder | $4,921 | $10,471-53.0% | $8,698-43.4% | $11,426-56.9% |