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 | $406,220 | $183,519+121.4% | $155,509+161.2% | $145,922+178.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.43% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $9,500 | $5,313+78.8% | $4,672+103.3% | $4,660+103.9% |
| Participant deferral / active EE | $8,593 | $6,462+33.0% | $5,626+52.7% | $6,688+28.5% |
| Admin fee / account holder | $2,544 | $19,313-86.8% | $15,912-84.0% | $13,397-81.0% |