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 | $397,219 | $80,812+391.5% | $160,784+147.1% | $82,448+381.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 11.34% | 100.59%-89.2pp | 1803.92%-1792.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $21,540 | $2,174+890.9% | $3,733+477.1% | $2,551+744.4% |
| Participant deferral / active EE | $9,166 | $4,335+111.4% | $6,293+45.7% | $4,139+121.4% |
| Admin fee / account holder | $47,874 | $7,695+522.1% | $9,717+392.7% | $7,234+561.8% |