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 | $499,878 | $74,888+567.5% | $71,209+602.0% | $142,382+251.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.01% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $16,717 | $2,854+485.7% | $2,721+514.4% | $4,299+288.9% |
| Participant deferral / active EE | $20,318 | $4,454+356.1% | $4,175+386.6% | $6,507+212.2% |
| Admin fee / account holder | $190,936 | $5,568+3329.0% | $5,349+3469.7% | $12,624+1412.5% |