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 | $800,541 | $176,662+353.1% | $130,648+512.7% | $152,861+423.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.40% | 2692.24%-2689.8pp | 1708.96%-1706.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $27,343 | $5,742+376.2% | $4,092+568.2% | $4,762+474.1% |
| Participant deferral / active EE | $16,667 | $4,361+282.1% | $3,603+362.6% | $5,850+184.9% |
| Admin fee / account holder | $13,467 | $7,133+88.8% | $5,464+146.5% | $11,596+16.1% |