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 | $342,300 | $63,861+436.0% | $104,607+227.2% | $79,858+328.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -7.43% | 21.30%-28.7pp | 340.46%-347.9pp | 31.71%-39.1pp |
| Employer contribution / active EE | $3,195 | $1,588+101.2% | $2,681+19.2% | $2,471+29.3% |
| Participant deferral / active EE | $6,095 | $2,693+126.3% | $3,740+63.0% | $3,740+63.0% |
| Admin fee / account holder | $17,927 | $4,185+328.4% | $6,473+176.9% | $5,306+237.8% |