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 | $456,127 | $138,044+230.4% | $125,339+263.9% | $134,475+239.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.82% | 750.33%-772.1pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $12,336 | $5,243+135.3% | $4,814+156.3% | $4,740+160.3% |
| Participant deferral / active EE | $7,366 | $7,799-5.5% | $7,446-1.1% | $6,400+15.1% |
| Admin fee / account holder | $877 | $11,571-92.4% | $10,010-91.2% | $11,426-92.3% |