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 | $432,927 | $74,888+478.1% | $71,209+508.0% | $142,382+204.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.97% | 345.14%-342.2pp | 282.51%-279.5pp | 217.08%-214.1pp |
| Employer contribution / active EE | $13,838 | $2,854+384.8% | $2,721+408.6% | $4,299+221.9% |
| Participant deferral / active EE | $6,700 | $4,454+50.4% | $4,175+60.5% | $6,507+3.0% |
| Admin fee / account holder | $17,074 | $5,568+206.6% | $5,349+219.2% | $12,624+35.3% |