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 | $436,563 | $167,307+160.9% | $143,757+203.7% | $134,475+224.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -60.79% | 0.46%-61.3pp | -0.04%-60.7pp | 417.96%-478.8pp |
| Employer contribution / active EE | $14,445 | $5,619+157.1% | $4,951+191.8% | $4,740+204.8% |
| Participant deferral / active EE | $9,439 | $6,446+46.4% | $5,637+67.4% | $6,400+47.5% |
| Admin fee / account holder | $38,757 | $18,088+114.3% | $14,673+164.1% | $11,426+239.2% |