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 | $622,215 | $96,635+543.9% | $86,612+618.4% | $139,434+346.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.19% | 106.41%-97.2pp | 591.07%-581.9pp | 372.94%-363.8pp |
| Employer contribution / active EE | $16,323 | $3,263+400.2% | $3,022+440.0% | $4,751+243.6% |
| Participant deferral / active EE | $20,000 | $4,836+313.6% | $4,438+350.7% | $6,710+198.1% |
| Admin fee / account holder | $1,374 | $6,408-78.6% | $5,614-75.5% | $11,403-88.0% |