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 | $425,962 | $150,440+183.1% | $136,294+212.5% | $147,584+188.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.32% | 1049.08%-1040.8pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $17,211 | $5,256+227.4% | $4,695+266.5% | $4,876+252.9% |
| Participant deferral / active EE | $9,972 | $6,630+50.4% | $6,247+59.6% | $5,439+83.3% |
| Admin fee / account holder | $114,456 | $10,905+949.5% | $9,243+1138.3% | $10,885+951.5% |