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 | $403,991 | $202,318+99.7% | $172,739+133.9% | $152,861+164.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.78% | 1029.65%-1023.9pp | 802.84%-797.1pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,441 | $5,856-75.4% | $5,143-72.0% | $4,762-69.7% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,850+50.4% |
| Admin fee / account holder | $498 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |