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 | $274,607 | $82,664+232.2% | $125,339+119.1% | $68,494+300.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.07% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $7,152 | $3,381+111.5% | $4,814+48.6% | $2,596+175.5% |
| Participant deferral / active EE | $9,601 | $6,110+57.1% | $7,446+28.9% | $4,027+138.4% |
| Admin fee / account holder | $15,413 | $6,275+145.6% | $10,010+54.0% | $5,403+185.3% |