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 | $576,844 | $157,256+266.8% | $141,162+308.6% | $152,861+277.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.03% | 64.32%-53.3pp | 71.39%-60.4pp | 345.32%-334.3pp |
| Employer contribution / active EE | $23,589 | $5,261+348.4% | $4,735+398.2% | $4,762+395.3% |
| Participant deferral / active EE | $16,085 | $7,109+126.2% | $6,709+139.7% | $5,850+174.9% |
| Admin fee / account holder | $127,893 | $12,120+955.2% | $10,261+1146.4% | $11,596+1002.9% |