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 | $725,857 | $73,867+882.7% | $143,757+404.9% | $68,494+959.7% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -19.65% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $28,787 | $3,184+804.1% | $4,951+481.4% | $2,596+1008.8% |
| Participant deferral / active EE | $15,755 | $3,384+365.5% | $5,637+179.5% | $4,027+291.2% |
| Admin fee / account holder | $89,512 | $5,755+1455.5% | $14,673+510.1% | $5,403+1556.8% |