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 | $461,273 | $177,572+159.8% | $154,803+198.0% | $142,382+224.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.11% | 65.07%-65.0pp | 58.88%-58.8pp | 217.08%-217.0pp |
| Employer contribution / active EE | $12,106 | $4,810+151.7% | $4,305+181.2% | $4,299+181.6% |
| Participant deferral / active EE | $10,167 | $6,272+62.1% | $5,540+83.5% | $6,507+56.2% |
| Admin fee / account holder | $25,000 | $16,786+48.9% | $14,329+74.5% | $12,624+98.0% |