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 5-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 | $557,864 | $115,770+381.9% | $101,248+451.0% | $158,922+251.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.74% | 56.14%-63.9pp | 46.47%-54.2pp | 302.83%-310.6pp |
| Employer contribution / active EE | $37,440 | $4,175+796.9% | $3,660+923.1% | $4,761+686.4% |
| Participant deferral / active EE | $23,833 | $4,957+380.8% | $4,370+445.4% | $5,982+298.4% |
| Admin fee / account holder | $3,765 | $7,245-48.0% | $5,945-36.7% | $11,246-66.5% |