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 | $304,219 | $63,861+376.4% | $104,607+190.8% | $79,858+281.0% |
| Participation rate | 91.2% | 64.9%+26.3pp | 74.1%+17.1pp | 69.6%+21.5pp |
| Annual return | -35.49% | 21.30%-56.8pp | 340.46%-375.9pp | 31.71%-67.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,791 | $2,693+486.3% | $3,740+322.3% | $3,740+322.2% |
| Admin fee / account holder | $30,519 | $4,185+629.2% | $6,473+371.5% | $5,306+475.1% |