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 9-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 | $284,806 | $138,044+106.3% | $125,339+127.2% | $134,475+111.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.61% | 750.33%-774.9pp | 572.05%-596.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,918 | $5,243-63.4% | $4,814-60.2% | $4,740-59.5% |
| Participant deferral / active EE | $7,221 | $7,799-7.4% | $7,446-3.0% | $6,400+12.8% |
| Admin fee / account holder | $14,750 | $11,571+27.5% | $10,010+47.4% | $11,426+29.1% |