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 | $259,432 | $115,770+124.1% | $101,248+156.2% | $158,922+63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.68% | 56.14%-62.8pp | 46.47%-53.1pp | 302.83%-309.5pp |
| Employer contribution / active EE | $10,432 | $4,175+149.9% | $3,660+185.1% | $4,761+119.1% |
| Participant deferral / active EE | $8,119 | $4,957+63.8% | $4,370+85.8% | $5,982+35.7% |
| Admin fee / account holder | $19,510 | $7,245+169.3% | $5,945+228.1% | $11,246+73.5% |