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 | $467,992 | $104,907+346.1% | $84,611+453.1% | $152,861+206.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 4.15% | 373.79%-369.6pp | 258.74%-254.6pp | 345.32%-341.2pp |
| Employer contribution / active EE | $20,262 | $3,302+513.7% | $2,652+664.0% | $4,762+325.5% |
| Participant deferral / active EE | $4,988 | $4,688+6.4% | $3,899+27.9% | $5,850-14.7% |
| Admin fee / account holder | $196,531 | $6,241+3049.1% | $4,912+3900.8% | $11,596+1594.8% |