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 | $601,017 | $111,754+437.8% | $103,333+481.6% | $145,922+311.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.80% | 24.77%-20.0pp | 24.88%-20.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $25,640 | $4,212+508.7% | $3,868+562.9% | $4,660+450.3% |
| Participant deferral / active EE | $19,788 | $5,619+252.2% | $5,057+291.3% | $6,688+195.9% |
| Admin fee / account holder | $13,418 | $9,750+37.6% | $8,355+60.6% | $13,397+0.2% |