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 | $400,489 | $105,998+277.8% | $92,233+334.2% | $147,584+171.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.95% | 50.05%-41.1pp | 176.28%-167.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $16,253 | $4,333+275.1% | $3,679+341.7% | $4,876+233.3% |
| Participant deferral / active EE | $15,177 | $4,478+238.9% | $3,897+289.5% | $5,439+179.0% |
| Admin fee / account holder | $270,102 | $6,332+4165.5% | $5,194+5100.7% | $10,885+2381.4% |