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 | $425,681 | $76,000+460.1% | $154,107+176.2% | $64,186+563.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -13.22% | 30.32%-43.5pp | 735.12%-748.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $27,752 | $3,351+728.2% | $5,298+423.9% | $2,381+1065.6% |
| Participant deferral / active EE | $8,777 | $3,175+176.4% | $5,081+72.8% | $3,470+153.0% |
| Admin fee / account holder | $17,959 | $5,596+220.9% | $13,411+33.9% | $4,888+267.4% |