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 9-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 | $904,719 | $77,899+1061.4% | $149,673+504.5% | $75,163+1103.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -15.96% | 31.72%-47.7pp | 134.42%-150.4pp | 160.62%-176.6pp |
| Employer contribution / active EE | $43,310 | $3,137+1280.4% | $4,818+799.0% | $2,670+1522.2% |
| Participant deferral / active EE | $12,911 | $3,411+278.5% | $5,680+127.3% | $4,125+213.0% |
| Admin fee / account holder | $1,726 | $5,956-71.0% | $13,210-86.9% | $5,651-69.5% |