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 | $500,025 | $157,256+218.0% | $141,162+254.2% | $152,861+227.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.84% | 64.32%-61.5pp | 71.39%-68.5pp | 345.32%-342.5pp |
| Employer contribution / active EE | $19,889 | $5,261+278.0% | $4,735+320.0% | $4,762+317.6% |
| Participant deferral / active EE | $10,800 | $7,109+51.9% | $6,709+61.0% | $5,850+84.6% |
| Admin fee / account holder | $15,000 | $12,120+23.8% | $10,261+46.2% | $11,596+29.4% |