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 | $293,576 | $96,635+203.8% | $86,612+239.0% | $139,434+110.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.07% | 106.41%-98.3pp | 591.07%-583.0pp | 372.94%-364.9pp |
| Employer contribution / active EE | $18,427 | $3,263+464.7% | $3,022+509.7% | $4,751+287.9% |
| Participant deferral / active EE | $13,126 | $4,836+171.4% | $4,438+195.8% | $6,710+95.6% |
| Admin fee / account holder | $15,666 | $6,408+144.5% | $5,614+179.0% | $11,403+37.4% |