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 | $371,701 | $111,754+232.6% | $103,333+259.7% | $145,922+154.7% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | -6.27% | 24.77%-31.0pp | 24.88%-31.2pp | 561.29%-567.6pp |
| Employer contribution / active EE | $62,437 | $4,212+1382.2% | $3,868+1514.3% | $4,660+1240.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $19,058 | $9,750+95.5% | $8,355+128.1% | $13,397+42.3% |