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 | $316,470 | $106,515+197.1% | $96,683+227.3% | $139,434+127.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -7.34% | 38.43%-45.8pp | 35.69%-43.0pp | 372.94%-380.3pp |
| Employer contribution / active EE | $13,827 | $4,103+237.0% | $3,737+270.0% | $4,751+191.0% |
| Participant deferral / active EE | $13,344 | $5,454+144.7% | $4,878+173.5% | $6,710+98.9% |
| Admin fee / account holder | $20,718 | $7,877+163.0% | $6,730+207.9% | $11,403+81.7% |