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 | $821,187 | $127,100+546.1% | $105,738+676.6% | $135,375+506.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -31.66% | 4.49%-36.2pp | 6.27%-37.9pp | 519.73%-551.4pp |
| Employer contribution / active EE | $17,000 | $4,107+314.0% | $3,268+420.1% | $4,779+255.7% |
| Participant deferral / active EE | $24,000 | $5,064+373.9% | $4,080+488.3% | $5,609+327.9% |
| Admin fee / account holder | $33,304 | $9,087+266.5% | $6,913+381.8% | $10,827+207.6% |