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 | $519,705 | $159,602+225.6% | $150,045+246.4% | $142,382+265.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $23,318 | $4,961+370.1% | $4,693+396.9% | $4,299+442.4% |
| Participant deferral / active EE | $16,265 | $8,310+95.7% | $7,997+103.4% | $6,507+150.0% |
| Admin fee / account holder | $77,399 | $14,846+421.3% | $13,435+476.1% | $12,624+513.1% |