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 | $1,744,834 | $157,256+1009.5% | $141,162+1136.1% | $152,861+1041.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.47% | 64.32%-63.8pp | 71.39%-70.9pp | 345.32%-344.8pp |
| Employer contribution / active EE | $31,036 | $5,261+489.9% | $4,735+555.5% | $4,762+551.7% |
| Participant deferral / active EE | $18,800 | $7,109+164.4% | $6,709+180.2% | $5,850+221.4% |
| Admin fee / account holder | $56,621 | $12,120+367.2% | $10,261+451.8% | $11,596+388.3% |