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 9-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 | $2,236,095 | $107,334+1983.3% | $92,893+2307.2% | $152,861+1362.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.53% | 145.58%-137.1pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,728 | $4,221-59.1% | $3,653-52.7% | $4,762-63.7% |
| Participant deferral / active EE | $3,167 | $4,845-34.6% | $4,236-25.2% | $5,850-45.9% |
| Admin fee / account holder | $97,577 | $7,079+1278.3% | $5,794+1584.1% | $11,596+741.4% |