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 | $450,748 | $157,256+186.6% | $141,162+219.3% | $152,861+194.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.92% | 64.32%-56.4pp | 71.39%-63.5pp | 345.32%-337.4pp |
| Employer contribution / active EE | $36,500 | $5,261+593.8% | $4,735+670.9% | $4,762+666.4% |
| Participant deferral / active EE | $22,000 | $7,109+209.5% | $6,709+227.9% | $5,850+276.1% |
| Admin fee / account holder | $907 | $12,120-92.5% | $10,261-91.2% | $11,596-92.2% |