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 | $759,057 | $159,901+374.7% | $146,958+416.5% | $145,922+420.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.82% | 98.13%-94.3pp | 418.34%-414.5pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,035 | $5,286-80.4% | $4,933-79.0% | $4,660-77.8% |
| Participant deferral / active EE | $15,250 | $8,428+80.9% | $8,070+89.0% | $6,688+128.0% |
| Admin fee / account holder | $1,485 | $15,044-90.1% | $12,998-88.6% | $13,397-88.9% |