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 | $344,276 | $74,888+359.7% | $71,209+383.5% | $142,382+141.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.84% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $11,929 | $2,854+317.9% | $2,721+338.4% | $4,299+177.5% |
| Participant deferral / active EE | $9,508 | $4,454+113.5% | $4,175+127.7% | $6,507+46.1% |
| Admin fee / account holder | $11,898 | $5,568+113.7% | $5,349+122.4% | $12,624-5.8% |