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 | $425,049 | $105,181+304.1% | $159,436+166.6% | $85,850+395.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 10.81% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $28,421 | $3,318+756.5% | $4,829+488.5% | $2,565+1008.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,339 | $6,933+236.6% | $10,799+116.1% | $6,260+272.8% |