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 | $585,855 | $175,202+234.4% | $149,673+291.4% | $139,434+320.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.50% | 166.71%-162.2pp | 134.42%-129.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $11,000 | $5,474+100.9% | $4,818+128.3% | $4,751+131.5% |
| Participant deferral / active EE | $30,000 | $6,519+360.2% | $5,680+428.2% | $6,710+347.1% |
| Admin fee / account holder | $30,000 | $16,150+85.8% | $13,210+127.1% | $11,403+163.1% |