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 | $315,559 | $115,770+172.6% | $101,248+211.7% | $158,922+98.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.06% | 56.14%-62.2pp | 46.47%-52.5pp | 302.83%-308.9pp |
| Employer contribution / active EE | $14,831 | $4,175+255.3% | $3,660+305.3% | $4,761+211.5% |
| Participant deferral / active EE | $12,484 | $4,957+151.8% | $4,370+185.7% | $5,982+108.7% |
| Admin fee / account holder | $157,769 | $7,245+2077.6% | $5,945+2553.6% | $11,246+1302.9% |