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 | $386,460 | $74,888+416.0% | $71,209+442.7% | $142,382+171.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.00% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $5,739 | $2,854+101.1% | $2,721+110.9% | $4,299+33.5% |
| Participant deferral / active EE | $24,692 | $4,454+454.3% | $4,175+491.4% | $6,507+279.5% |
| Admin fee / account holder | $340,048 | $5,568+6006.8% | $5,349+6257.5% | $12,624+2593.7% |