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 | $1,984,465 | $189,613+946.6% | $167,512+1084.7% | $142,382+1293.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.14% | 2024.68%-2015.5pp | 1615.79%-1606.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $50,761 | $4,349+1067.2% | $3,882+1207.7% | $4,299+1080.7% |
| Participant deferral / active EE | $26,208 | $6,981+275.4% | $6,405+309.2% | $6,507+302.8% |
| Admin fee / account holder | $4,903 | $10,528-53.4% | $9,769-49.8% | $12,624-61.2% |