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 | $394,314 | $150,187+162.5% | $120,354+227.6% | $145,922+170.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.86% | 154.07%-147.2pp | 107.15%-100.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $27,150 | $4,348+524.5% | $3,463+684.1% | $4,660+482.7% |
| Participant deferral / active EE | $13,500 | $6,173+118.7% | $4,991+170.5% | $6,688+101.9% |
| Admin fee / account holder | $3,493 | $12,207-71.4% | $9,423-62.9% | $13,397-73.9% |