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 | $823,043 | $209,411+293.0% | $178,490+361.1% | $158,922+417.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.43% | 188.75%-192.2pp | 151.07%-154.5pp | 302.83%-306.3pp |
| Employer contribution / active EE | $42,870 | $5,706+651.3% | $5,011+755.6% | $4,761+800.4% |
| Participant deferral / active EE | $8,750 | $5,954+47.0% | $5,202+68.2% | $5,982+46.3% |
| Admin fee / account holder | $512,048 | $17,074+2898.9% | $13,984+3561.7% | $11,246+4453.3% |