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 | $319,024 | $167,307+90.7% | $143,757+121.9% | $134,475+137.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.82% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $11,969 | $5,619+113.0% | $4,951+141.8% | $4,740+152.5% |
| Participant deferral / active EE | $9,097 | $6,446+41.1% | $5,637+61.4% | $6,400+42.1% |
| Admin fee / account holder | $3,137 | $18,088-82.7% | $14,673-78.6% | $11,426-72.5% |