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 | $515,921 | $105,181+390.5% | $159,436+223.6% | $85,850+501.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.73% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $22,701 | $3,318+584.1% | $4,829+370.1% | $2,565+785.0% |
| Participant deferral / active EE | $13,275 | $5,945+123.3% | $7,352+80.6% | $3,952+235.9% |
| Admin fee / account holder | $114,973 | $6,933+1558.3% | $10,799+964.7% | $6,260+1736.7% |