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 | $716,139 | $202,318+254.0% | $172,739+314.6% | $152,861+368.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.78% | 1029.65%-1024.9pp | 802.84%-798.1pp | 345.32%-340.5pp |
| Employer contribution / active EE | $24,358 | $5,856+316.0% | $5,143+373.6% | $4,762+411.5% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,850-21.8% |
| Admin fee / account holder | $257,294 | $17,109+1403.9% | $13,954+1743.9% | $11,596+2118.7% |