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 6-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 | $318,496 | $159,901+99.2% | $146,958+116.7% | $145,922+118.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.24% | 98.13%-105.4pp | 418.34%-425.6pp | 561.29%-568.5pp |
| Employer contribution / active EE | $31,993 | $5,286+505.2% | $4,933+548.6% | $4,660+586.6% |
| Participant deferral / active EE | $26,250 | $8,428+211.5% | $8,070+225.3% | $6,688+292.5% |
| Admin fee / account holder | $12,867 | $15,044-14.5% | $12,998-1.0% | $13,397-4.0% |