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 | $250,457 | $100,773+148.5% | $88,946+181.6% | $142,382+75.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.33% | 70.18%-63.8pp | 57.82%-51.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $18,584 | $2,918+536.9% | $2,555+627.4% | $4,299+332.3% |
| Participant deferral / active EE | $10,852 | $5,230+107.5% | $4,581+136.9% | $6,507+66.8% |
| Admin fee / account holder | $1,111 | $9,693-88.5% | $8,261-86.5% | $12,624-91.2% |