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 | $374,623 | $57,281+554.0% | $86,612+332.5% | $75,163+398.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.23% | 2670.75%-2663.5pp | 591.07%-583.8pp | 160.62%-153.4pp |
| Employer contribution / active EE | $25,682 | $2,314+1009.6% | $3,022+749.7% | $2,670+861.9% |
| Participant deferral / active EE | $6,480 | $3,318+95.3% | $4,438+46.0% | $4,125+57.1% |
| Admin fee / account holder | $8,747 | $4,112+112.7% | $5,614+55.8% | $5,651+54.8% |