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 | $758,208 | $81,625+828.9% | $58,482+1196.5% | $139,434+443.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -31.70% | 7404.20%-7435.9pp | 4239.32%-4271.0pp | 372.94%-404.6pp |
| Employer contribution / active EE | $5,280 | $1,398+277.6% | $1,053+401.3% | $4,751+11.1% |
| Participant deferral / active EE | $5,280 | $2,557+106.5% | $1,924+174.4% | $6,710-21.3% |
| Admin fee / account holder | $669 | $3,265-79.5% | $2,516-73.4% | $11,403-94.1% |