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 | $492,570 | $86,286+470.9% | $111,297+342.6% | $85,850+473.8% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | -66.67% | 19.99%-86.7pp | 54.65%-121.3pp | 318.53%-385.2pp |
| Employer contribution / active EE | $33,291 | $2,043+1529.3% | $2,731+1119.0% | $2,565+1197.8% |
| Participant deferral / active EE | $49,323 | $3,641+1254.8% | $4,487+999.2% | $3,952+1148.1% |
| Admin fee / account holder | $93,959 | $8,188+1047.5% | $7,964+1079.8% | $6,260+1401.0% |