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 | $474,630 | $202,318+134.6% | $172,739+174.8% | $152,861+210.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.78% | 1029.65%-1026.9pp | 802.84%-800.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $11,336 | $5,856+93.6% | $5,143+120.4% | $4,762+138.0% |
| Participant deferral / active EE | $9,251 | $5,948+55.5% | $5,198+78.0% | $5,850+58.1% |
| Admin fee / account holder | $2,299 | $17,109-86.6% | $13,954-83.5% | $11,596-80.2% |