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 | $433,873 | $150,440+188.4% | $136,294+218.3% | $147,584+194.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.70% | 1049.08%-1045.4pp | 5155.94%-5152.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $19,139 | $5,256+264.1% | $4,695+307.6% | $4,876+292.5% |
| Participant deferral / active EE | $11,500 | $6,630+73.4% | $6,247+84.1% | $5,439+111.4% |
| Admin fee / account holder | $11,769 | $10,905+7.9% | $9,243+27.3% | $10,885+8.1% |