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 | $267,787 | $62,586+327.9% | $76,768+248.8% | $64,186+317.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | -7.65% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,096 | $1,832+396.5% | $2,485+266.0% | $2,381+282.0% |
| Participant deferral / active EE | $4,534 | $3,145+44.2% | $3,852+17.7% | $3,470+30.7% |
| Admin fee / account holder | $20,603 | $4,667+341.5% | $6,675+208.7% | $4,888+321.5% |