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 | $301,602 | $111,724+170.0% | $93,606+222.2% | $145,922+106.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.13% | 202.98%-196.9pp | 133.20%-127.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $22,279 | $3,090+621.1% | $2,420+820.7% | $4,660+378.1% |
| Participant deferral / active EE | $14,479 | $4,912+194.8% | $4,411+228.2% | $6,688+116.5% |
| Admin fee / account holder | $38,792 | $10,250+278.5% | $8,285+368.2% | $13,397+189.6% |