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 8-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 | $407,846 | $124,319+228.1% | $111,297+266.4% | $167,490+143.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.14% | 37.44%-33.3pp | 54.65%-50.5pp | 478.56%-474.4pp |
| Employer contribution / active EE | $1,560 | $3,435-54.6% | $2,731-42.9% | $4,837-67.8% |
| Participant deferral / active EE | $5,720 | $5,180+10.4% | $4,487+27.5% | $6,341-9.8% |
| Admin fee / account holder | $17,476 | $10,618+64.6% | $7,964+119.4% | $12,309+42.0% |