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 | $315,167 | $68,346+361.1% | $94,646+233.0% | $75,163+319.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 10.51% | 616.93%-606.4pp | 156.71%-146.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $10,447 | $2,701+286.8% | $3,672+184.5% | $2,670+291.3% |
| Participant deferral / active EE | $12,500 | $6,537+91.2% | $7,418+68.5% | $4,125+203.0% |
| Admin fee / account holder | $120,008 | $5,326+2153.3% | $7,231+1559.7% | $5,651+2023.7% |