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 | $316,692 | $113,935+178.0% | $94,224+236.1% | $125,391+152.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.39% | 5.29%-9.7pp | 10.68%-15.1pp | 282.22%-286.6pp |
| Employer contribution / active EE | $12,626 | $4,727+167.1% | $3,587+252.0% | $4,866+159.5% |
| Participant deferral / active EE | $7,929 | $5,179+53.1% | $4,320+83.5% | $5,352+48.2% |
| Admin fee / account holder | $13,122 | $8,391+56.4% | $6,269+109.3% | $9,540+37.5% |