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 | $784,952 | $169,032+364.4% | $129,207+507.5% | $145,922+437.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.05% | 14330.11%-14328.1pp | 9417.33%-9415.3pp | 561.29%-559.2pp |
| Employer contribution / active EE | $36,719 | $5,537+563.2% | $4,153+784.1% | $4,660+688.0% |
| Participant deferral / active EE | $16,800 | $4,987+236.8% | $4,168+303.1% | $6,688+151.2% |
| Admin fee / account holder | $15,102 | $9,954+51.7% | $7,715+95.8% | $13,397+12.7% |