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 6-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 | $568,652 | $217,402+161.6% | $185,823+206.0% | $167,490+239.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.65% | 148.36%-140.7pp | 122.05%-114.4pp | 478.56%-470.9pp |
| Employer contribution / active EE | $16,811 | $5,873+186.2% | $5,167+225.3% | $4,837+247.5% |
| Participant deferral / active EE | $14,200 | $6,356+123.4% | $5,568+155.0% | $6,341+123.9% |
| Admin fee / account holder | $550,265 | $19,811+2677.6% | $16,237+3288.9% | $12,309+4370.4% |