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 | $255,314 | $63,346+303.0% | $92,233+176.8% | $70,131+264.1% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 4.85% | 530.12%-525.3pp | 176.28%-171.4pp | 73.14%-68.3pp |
| Employer contribution / active EE | $20,439 | $2,471+727.1% | $3,679+455.5% | $2,342+772.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,701 | $3,840+230.7% | $5,194+144.5% | $4,645+173.4% |