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 | $287,070 | $68,346+320.0% | $94,646+203.3% | $75,163+281.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.24% | 616.93%-601.7pp | 156.71%-141.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $9,806 | $2,701+263.1% | $3,672+167.0% | $2,670+267.3% |
| Participant deferral / active EE | $4,699 | $6,537-28.1% | $7,418-36.7% | $4,125+13.9% |
| Admin fee / account holder | $36,934 | $5,326+593.5% | $7,231+410.8% | $5,651+553.6% |