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 | $614,193 | $109,817+459.3% | $98,442+523.9% | $167,490+266.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 7.96% | 1956.69%-1948.7pp | 1492.73%-1484.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $4,444 | $3,224+37.9% | $2,960+50.2% | $4,837-8.1% |
| Participant deferral / active EE | $10,411 | $4,673+122.8% | $4,276+143.5% | $6,341+64.2% |
| Admin fee / account holder | $116,264 | $6,753+1621.8% | $5,949+1854.3% | $12,309+844.5% |