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 | $508,953 | $144,119+253.1% | $117,854+331.8% | $147,584+244.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.55% | 531.15%-522.6pp | 335.08%-326.5pp | 578.55%-570.0pp |
| Employer contribution / active EE | $25,793 | $4,896+426.8% | $3,786+581.3% | $4,876+429.0% |
| Participant deferral / active EE | $20,000 | $5,316+276.2% | $4,482+346.3% | $5,439+267.7% |
| Admin fee / account holder | $15,621 | $10,886+43.5% | $8,020+94.8% | $10,885+43.5% |