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 | $763,262 | $152,509+400.5% | $117,472+549.7% | $134,475+467.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -24.84% | 52.99%-77.8pp | 29.74%-54.6pp | 417.96%-442.8pp |
| Employer contribution / active EE | $26,460 | $5,571+375.0% | $4,176+533.6% | $4,740+458.3% |
| Participant deferral / active EE | $27,000 | $4,818+460.4% | $4,070+563.4% | $6,400+321.9% |
| Admin fee / account holder | $65,000 | $7,004+828.1% | $5,645+1051.5% | $11,426+468.9% |