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 | $426,500 | $98,750+331.9% | $149,696+184.9% | $79,858+434.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.68% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $5,950 | $3,216+85.0% | $4,644+28.1% | $2,471+140.8% |
| Participant deferral / active EE | $10,975 | $5,680+93.2% | $6,842+60.4% | $3,740+193.4% |
| Admin fee / account holder | $65,570 | $6,053+983.3% | $9,309+604.4% | $5,306+1135.7% |