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 | $353,875 | $74,888+372.5% | $71,209+397.0% | $142,382+148.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.82% | 345.14%-338.3pp | 282.51%-275.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $4,067 | $2,854+42.5% | $2,721+49.5% | $4,299-5.4% |
| Participant deferral / active EE | $15,707 | $4,454+252.6% | $4,175+276.2% | $6,507+141.4% |
| Admin fee / account holder | $158,493 | $5,568+2746.3% | $5,349+2863.2% | $12,624+1155.5% |