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 | $297,855 | $81,900+263.7% | $119,609+149.0% | $68,494+334.9% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -21.06% | -23.82%+2.8pp | -14.97%-6.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $10,593 | $2,693+293.3% | $4,232+150.3% | $2,596+308.0% |
| Participant deferral / active EE | $6,148 | $4,148+48.2% | $5,602+9.7% | $4,027+52.7% |
| Admin fee / account holder | $54,523 | $6,582+728.4% | $10,323+428.2% | $5,403+909.2% |