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 | $257,667 | $95,416+170.0% | $185,823+38.7% | $85,850+200.1% |
| Participation rate | 97.4% | 68.8%+28.7pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | -19.72% | 23.59%-43.3pp | 122.05%-141.8pp | 318.53%-338.3pp |
| Employer contribution / active EE | $8,047 | $3,314+142.8% | $5,167+55.7% | $2,565+213.7% |
| Participant deferral / active EE | $16,904 | $3,423+393.8% | $5,568+203.6% | $3,952+327.8% |
| Admin fee / account holder | $6,041 | $7,213-16.2% | $16,237-62.8% | $6,260-3.5% |