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 | $341,186 | $110,094+209.9% | $151,611+125.0% | $68,494+398.1% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -19.71% | -10.12%-9.6pp | 3.33%-23.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $15,772 | $4,471+252.8% | $6,166+155.8% | $2,596+507.5% |
| Participant deferral / active EE | $18,238 | $6,527+179.4% | $8,363+118.1% | $4,027+352.9% |
| Admin fee / account holder | $3,660 | $7,719-52.6% | $11,616-68.5% | $5,403-32.3% |