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 | $554,853 | $124,281+346.5% | $109,143+408.4% | $167,490+231.3% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 8.23% | 26.04%-17.8pp | 25.75%-17.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $24,913 | $4,207+492.1% | $3,722+569.4% | $4,837+415.0% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $20,582 | $7,970+158.3% | $6,752+204.8% | $12,309+67.2% |