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 | $331,999 | $93,373+255.6% | $152,466+117.8% | $85,850+286.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 7.32% | 21.84%-14.5pp | 757.33%-750.0pp | 318.53%-311.2pp |
| Employer contribution / active EE | $4,423 | $2,996+47.6% | $4,327+2.2% | $2,565+72.4% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,866 | $13,853+50.6% | $15,805+32.0% | $6,260+233.3% |