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 | $379,098 | $99,652+280.4% | $78,778+381.2% | $147,584+156.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.58% | 47.28%-44.7pp | 35.62%-33.0pp | 578.55%-576.0pp |
| Employer contribution / active EE | $15,360 | $2,796+449.4% | $1,986+673.5% | $4,876+215.0% |
| Participant deferral / active EE | $12,000 | $3,664+227.6% | $2,958+305.6% | $5,439+120.6% |
| Admin fee / account holder | $1,565 | $7,155-78.1% | $5,134-69.5% | $10,885-85.6% |