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 | $531,622 | $135,952+291.0% | $123,892+329.1% | $273,961+94.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -8.22% | 56.63%-64.9pp | 47.52%-55.7pp | 41.45%-49.7pp |
| Employer contribution / active EE | $19,628 | $5,170+279.7% | $4,617+325.1% | $4,869+303.1% |
| Participant deferral / active EE | $17,125 | $6,343+170.0% | $5,984+186.2% | $5,287+223.9% |
| Admin fee / account holder | $20,262 | $9,817+106.4% | $8,357+142.5% | $10,132+100.0% |