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 | $324,078 | $167,307+93.7% | $143,757+125.4% | $134,475+141.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.60% | 0.46%-34.1pp | -0.04%-33.6pp | 417.96%-451.6pp |
| Employer contribution / active EE | $2,196 | $5,619-60.9% | $4,951-55.6% | $4,740-53.7% |
| Participant deferral / active EE | $16,667 | $6,446+158.6% | $5,637+195.7% | $6,400+160.4% |
| Admin fee / account holder | $16,321 | $18,088-9.8% | $14,673+11.2% | $11,426+42.8% |