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 | $349,128 | $102,317+241.2% | $146,958+137.6% | $80,856+331.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 10.83% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,752 | $3,713+54.9% | $4,933+16.6% | $2,755+108.8% |
| Participant deferral / active EE | $10,836 | $6,644+63.1% | $8,070+34.3% | $4,296+152.3% |
| Admin fee / account holder | $51,022 | $7,941+542.5% | $12,998+292.5% | $6,918+637.5% |