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 | $627,593 | $183,963+241.2% | $162,163+287.0% | $152,861+310.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.63% | 150.76%-147.1pp | 115.59%-112.0pp | 345.32%-341.7pp |
| Employer contribution / active EE | $17,500 | $6,371+174.7% | $5,614+211.7% | $4,762+267.5% |
| Participant deferral / active EE | $22,500 | $8,034+180.1% | $7,298+208.3% | $5,850+284.6% |
| Admin fee / account holder | $25,000 | $13,121+90.5% | $10,843+130.6% | $11,596+115.6% |