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 | $488,401 | $159,602+206.0% | $150,045+225.5% | $142,382+243.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.19% | 70.24%-60.0pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $17,099 | $4,961+244.7% | $4,693+264.3% | $4,299+297.7% |
| Participant deferral / active EE | $2,723 | $8,310-67.2% | $7,997-65.9% | $6,507-58.1% |
| Admin fee / account holder | $107,196 | $14,846+622.0% | $13,435+697.9% | $12,624+749.2% |