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 | $449,316 | $117,841+281.3% | $102,423+338.7% | $145,922+207.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $15,630 | $3,615+332.4% | $3,023+417.0% | $4,660+235.4% |
| Participant deferral / active EE | $16,351 | $5,731+185.3% | $5,053+223.6% | $6,688+144.5% |
| Admin fee / account holder | $200,037 | $13,326+1401.1% | $9,451+2016.6% | $13,397+1393.2% |