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 | $401,722 | $138,044+191.0% | $125,339+220.5% | $134,475+198.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.76% | 750.33%-775.1pp | 572.05%-596.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $10,115 | $5,243+92.9% | $4,814+110.1% | $4,740+113.4% |
| Participant deferral / active EE | $8,693 | $7,799+11.5% | $7,446+16.7% | $6,400+35.8% |
| Admin fee / account holder | $14,289 | $11,571+23.5% | $10,010+42.8% | $11,426+25.1% |