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 | $290,926 | $105,181+176.6% | $159,436+82.5% | $85,850+238.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.47% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $17,071 | $3,318+414.5% | $4,829+253.5% | $2,565+565.5% |
| Participant deferral / active EE | $6,140 | $5,945+3.3% | $7,352-16.5% | $3,952+55.4% |
| Admin fee / account holder | $17,701 | $6,933+155.3% | $10,799+63.9% | $6,260+182.8% |