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 6-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 | $365,002 | $152,509+139.3% | $117,472+210.7% | $134,475+171.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -45.55% | 52.99%-98.5pp | 29.74%-75.3pp | 417.96%-463.5pp |
| Employer contribution / active EE | $40,500 | $5,571+627.0% | $4,176+869.8% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $4,818+325.5% | $4,070+403.7% | $6,400+220.3% |
| Admin fee / account holder | $4,776 | $7,004-31.8% | $5,645-15.4% | $11,426-58.2% |