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 | $450,624 | $105,181+328.4% | $159,436+182.6% | $85,850+424.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.65% | 45.07%-35.4pp | 263.57%-253.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $3,262 | $3,318-1.7% | $4,829-32.5% | $2,565+27.2% |
| Participant deferral / active EE | $9,967 | $5,945+67.7% | $7,352+35.6% | $3,952+152.2% |
| Admin fee / account holder | $123,626 | $6,933+1683.1% | $10,799+1044.8% | $6,260+1874.9% |