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 | $299,276 | $102,604+191.7% | $86,188+247.2% | $139,434+114.6% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 8.42% | 1922.51%-1914.1pp | 1168.45%-1160.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $10,000 | $3,032+229.8% | $2,380+320.1% | $4,751+110.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $17,975 | $8,657+107.6% | $6,852+162.3% | $11,403+57.6% |