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 | $529,415 | $127,100+316.5% | $105,738+400.7% | $135,375+291.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 4.49%-13.2pp | 6.27%-15.0pp | 519.73%-528.4pp |
| Employer contribution / active EE | $20,625 | $4,107+402.2% | $3,268+531.1% | $4,779+331.6% |
| Participant deferral / active EE | $24,500 | $5,064+383.8% | $4,080+500.5% | $5,609+336.8% |
| Admin fee / account holder | $323 | $9,087-96.5% | $6,913-95.3% | $10,827-97.0% |