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 | $728,915 | $157,256+363.5% | $141,162+416.4% | $152,861+376.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.48% | 64.32%-51.8pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $15,220 | $5,261+189.3% | $4,735+221.4% | $4,762+219.6% |
| Participant deferral / active EE | $8,333 | $7,109+17.2% | $6,709+24.2% | $5,850+42.4% |
| Admin fee / account holder | $28,467 | $12,120+134.9% | $10,261+177.4% | $11,596+145.5% |