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 | $607,815 | $158,398+283.7% | $126,539+380.3% | $142,382+326.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.71% | 593.76%-585.1pp | 425.95%-417.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $31,250 | $4,650+572.1% | $3,674+750.6% | $4,299+626.9% |
| Participant deferral / active EE | $31,000 | $4,767+550.3% | $4,083+659.3% | $6,507+376.4% |
| Admin fee / account holder | $14,947 | $6,918+116.1% | $6,065+146.5% | $12,624+18.4% |