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 9-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 | $439,071 | $88,751+394.7% | $81,812+436.7% | $145,922+200.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.02% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $18,269 | $3,083+492.5% | $2,912+527.3% | $4,660+292.1% |
| Participant deferral / active EE | $19,551 | $4,643+321.1% | $4,319+352.7% | $6,688+192.3% |
| Admin fee / account holder | $4,652 | $8,415-44.7% | $7,386-37.0% | $13,397-65.3% |