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 | $432,793 | $74,888+477.9% | $71,209+507.8% | $142,382+204.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.02% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,386 | $2,854-16.4% | $2,721-12.3% | $4,299-44.5% |
| Participant deferral / active EE | $7,029 | $4,454+57.8% | $4,175+68.3% | $6,507+8.0% |
| Admin fee / account holder | $157,139 | $5,568+2722.0% | $5,349+2837.8% | $12,624+1144.8% |