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 | $715,314 | $107,934+562.7% | $91,989+677.6% | $152,861+368.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | -10.39% | 89.24%-99.6pp | 69.02%-79.4pp | 345.32%-355.7pp |
| Employer contribution / active EE | $39,395 | $4,210+835.8% | $3,452+1041.3% | $4,762+727.2% |
| Participant deferral / active EE | $4,000 | $6,364-37.1% | $5,923-32.5% | $5,850-31.6% |
| Admin fee / account holder | $239,498 | $10,520+2176.7% | $7,743+2993.2% | $11,596+1965.3% |