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 | $283,833 | $150,440+88.7% | $136,294+108.3% | $147,584+92.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.21% | 1049.08%-1039.9pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $17,262 | $5,256+228.4% | $4,695+267.6% | $4,876+254.0% |
| Participant deferral / active EE | $12,697 | $6,630+91.5% | $6,247+103.2% | $5,439+133.5% |
| Admin fee / account holder | $28,845 | $10,905+164.5% | $9,243+212.1% | $10,885+165.0% |