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 | $312,187 | $99,032+215.2% | $80,019+290.1% | $135,375+130.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.77% | 15.39%-25.2pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $9,197 | $3,043+202.2% | $2,468+272.6% | $4,779+92.4% |
| Participant deferral / active EE | $7,919 | $4,282+84.9% | $3,686+114.9% | $5,609+41.2% |
| Admin fee / account holder | $1,228 | $10,436-88.2% | $6,521-81.2% | $10,827-88.7% |