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 | $325,170 | $48,265+573.7% | $68,791+372.7% | $68,494+374.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -23.56% | -12.71%-10.9pp | -6.38%-17.2pp | -7.84%-15.7pp |
| Employer contribution / active EE | $39,662 | $1,829+2068.9% | $2,655+1393.8% | $2,596+1427.6% |
| Participant deferral / active EE | $22,510 | $2,867+685.3% | $3,941+471.2% | $4,027+459.0% |
| Admin fee / account holder | $30,090 | $4,355+590.9% | $4,932+510.1% | $5,403+456.9% |