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 | $254,875 | $82,664+208.3% | $125,339+103.3% | $68,494+272.1% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -25.48% | -5.97%-19.5pp | 572.05%-597.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $5,617 | $3,381+66.1% | $4,814+16.7% | $2,596+116.3% |
| Participant deferral / active EE | $6,068 | $6,110-0.7% | $7,446-18.5% | $4,027+50.7% |
| Admin fee / account holder | $662 | $6,275-89.5% | $10,010-93.4% | $5,403-87.8% |