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 | $982,987 | $137,414+615.3% | $189,513+418.7% | $85,850+1045.0% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.1pp |
| Annual return | 8.86% | 38.14%-29.3pp | 555.15%-546.3pp | 318.53%-309.7pp |
| Employer contribution / active EE | $17,411 | $4,344+300.8% | $6,162+182.6% | $2,565+578.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $59,563 | $8,630+590.2% | $12,045+394.5% | $6,260+851.5% |