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 | $358,006 | $101,069+254.2% | $81,478+339.4% | $147,584+142.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.51% | 32.40%-24.9pp | 38.78%-31.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $20,670 | $3,205+544.9% | $2,568+705.0% | $4,876+323.9% |
| Participant deferral / active EE | $8,000 | $4,242+88.6% | $3,537+126.2% | $5,439+47.1% |
| Admin fee / account holder | $161,820 | $5,812+2684.3% | $4,561+3447.9% | $10,885+1386.6% |