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 | $378,059 | $100,773+275.2% | $88,946+325.0% | $142,382+165.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.06% | 70.18%-60.1pp | 57.82%-47.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,500 | $2,918+20.0% | $2,555+37.0% | $4,299-18.6% |
| Participant deferral / active EE | $7,989 | $5,230+52.8% | $4,581+74.4% | $6,507+22.8% |
| Admin fee / account holder | $100,191 | $9,693+933.6% | $8,261+1112.8% | $12,624+693.7% |