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 | $335,633 | $150,440+123.1% | $136,294+146.3% | $147,584+127.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.29% | 1049.08%-1040.8pp | 5155.94%-5147.6pp | 578.55%-570.3pp |
| Employer contribution / active EE | $17,761 | $5,256+237.9% | $4,695+278.3% | $4,876+264.2% |
| Participant deferral / active EE | $4,228 | $6,630-36.2% | $6,247-32.3% | $5,439-22.3% |
| Admin fee / account holder | $253,091 | $10,905+2220.8% | $9,243+2638.1% | $10,885+2225.1% |