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 | $304,616 | $74,888+306.8% | $71,209+327.8% | $142,382+113.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.55% | 345.14%-337.6pp | 282.51%-275.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $4,562 | $2,854+59.8% | $2,721+67.7% | $4,299+6.1% |
| Participant deferral / active EE | $15,882 | $4,454+256.5% | $4,175+280.4% | $6,507+144.1% |
| Admin fee / account holder | $167,103 | $5,568+2900.9% | $5,349+3024.1% | $12,624+1223.7% |