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 9-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 | $427,214 | $156,846+172.4% | $121,098+252.8% | $139,434+206.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.35% | 1474.56%-1466.2pp | 985.75%-977.4pp | 372.94%-364.6pp |
| Employer contribution / active EE | $30,000 | $5,536+441.9% | $4,164+620.5% | $4,751+531.5% |
| Participant deferral / active EE | $30,000 | $4,844+519.3% | $4,080+635.4% | $6,710+347.1% |
| Admin fee / account holder | $9,148 | $6,946+31.7% | $5,644+62.1% | $11,403-19.8% |