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 | $488,463 | $104,907+365.6% | $84,611+477.3% | $152,861+219.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 2.87% | 373.79%-370.9pp | 258.74%-255.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $9,247 | $3,302+180.1% | $2,652+248.7% | $4,762+94.2% |
| Participant deferral / active EE | $14,134 | $4,688+201.5% | $3,899+262.5% | $5,850+141.6% |
| Admin fee / account holder | $863 | $6,241-86.2% | $4,912-82.4% | $11,596-92.6% |