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 | $394,687 | $57,281+589.0% | $86,612+355.7% | $75,163+425.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.50% | 2670.75%-2658.2pp | 591.07%-578.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $23,742 | $2,314+925.8% | $3,022+685.5% | $2,670+789.3% |
| Participant deferral / active EE | $3,492 | $3,318+5.2% | $4,438-21.3% | $4,125-15.4% |
| Admin fee / account holder | $7,506 | $4,112+82.5% | $5,614+33.7% | $5,651+32.8% |