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 | $361,227 | $105,181+243.4% | $159,436+126.6% | $85,850+320.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.40% | 45.07%-35.7pp | 263.57%-254.2pp | 318.53%-309.1pp |
| Employer contribution / active EE | $10,120 | $3,318+205.0% | $4,829+109.5% | $2,565+294.5% |
| Participant deferral / active EE | $11,396 | $5,945+91.7% | $7,352+55.0% | $3,952+188.4% |
| Admin fee / account holder | $11,540 | $6,933+66.4% | $10,799+6.9% | $6,260+84.3% |