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 8-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 | $542,398 | $89,355+507.0% | $141,162+284.2% | $72,985+643.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -1.95% | 111.85%-113.8pp | 71.39%-73.3pp | 81.00%-82.9pp |
| Employer contribution / active EE | $14,727 | $3,114+372.9% | $4,735+211.0% | $2,440+503.6% |
| Participant deferral / active EE | $8,827 | $5,418+62.9% | $6,709+31.6% | $3,607+144.7% |
| Admin fee / account holder | $39,735 | $5,958+566.9% | $10,261+287.2% | $5,124+675.4% |