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 | $636,238 | $73,867+761.3% | $143,757+342.6% | $68,494+828.9% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -23.49% | 1.01%-24.5pp | -0.04%-23.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $27,598 | $3,184+766.7% | $4,951+457.4% | $2,596+963.0% |
| Participant deferral / active EE | $12,423 | $3,384+267.1% | $5,637+120.4% | $4,027+208.5% |
| Admin fee / account holder | $22,328 | $5,755+288.0% | $14,673+52.2% | $5,403+313.3% |