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 | $382,762 | $102,616+273.0% | $81,983+366.9% | $158,922+140.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -2.27% | 61.04%-63.3pp | 41.31%-43.6pp | 302.83%-305.1pp |
| Employer contribution / active EE | $25,846 | $3,240+697.7% | $2,498+934.7% | $4,761+442.9% |
| Participant deferral / active EE | $4,479 | $4,648-3.6% | $3,722+20.3% | $5,982-25.1% |
| Admin fee / account holder | $39,520 | $8,235+379.9% | $5,664+597.8% | $11,246+251.4% |