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 | $912,909 | $110,094+729.2% | $151,611+502.1% | $68,494+1232.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -20.78% | -10.12%-10.7pp | 3.33%-24.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $24,595 | $4,471+450.2% | $6,166+298.9% | $2,596+847.3% |
| Participant deferral / active EE | $14,319 | $6,527+119.4% | $8,363+71.2% | $4,027+255.6% |
| Admin fee / account holder | $13,330 | $7,719+72.7% | $11,616+14.8% | $5,403+146.7% |