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 3-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 | $298,280 | $140,588+112.2% | $123,104+142.3% | $125,391+137.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -9.52% | 16.80%-26.3pp | 13.22%-22.7pp | 282.22%-291.7pp |
| Employer contribution / active EE | $13,357 | $6,041+121.1% | $5,151+159.3% | $4,866+174.5% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,230+285.3% | $5,352+348.5% |
| Admin fee / account holder | $15,606 | $11,198+39.4% | $9,015+73.1% | $9,540+63.6% |