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 | $426,402 | $91,190+367.6% | $178,490+138.9% | $79,858+434.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.17% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $8,119 | $3,256+149.4% | $5,011+62.0% | $2,471+228.6% |
| Participant deferral / active EE | $7,833 | $3,236+142.1% | $5,202+50.6% | $3,740+109.4% |
| Admin fee / account holder | $118,092 | $6,751+1649.2% | $13,984+744.5% | $5,306+2125.5% |