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 | $527,123 | $106,890+393.1% | $84,015+527.4% | $152,861+244.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.69% | 104.99%-99.3pp | 71.31%-65.6pp | 345.32%-339.6pp |
| Employer contribution / active EE | $9,997 | $2,734+265.6% | $1,983+404.0% | $4,762+109.9% |
| Participant deferral / active EE | $2,880 | $4,011-28.2% | $3,239-11.1% | $5,850-50.8% |
| Admin fee / account holder | $47,169 | $8,285+469.3% | $6,101+673.2% | $11,596+306.8% |