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 | $444,828 | $171,865+158.8% | $149,718+197.1% | $147,584+201.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.64% | 2113.22%-2106.6pp | 1501.63%-1495.0pp | 578.55%-571.9pp |
| Employer contribution / active EE | $3,759 | $6,275-40.1% | $5,445-31.0% | $4,876-22.9% |
| Participant deferral / active EE | $3,759 | $7,271-48.3% | $6,569-42.8% | $5,439-30.9% |
| Admin fee / account holder | $37,964 | $13,799+175.1% | $11,283+236.5% | $10,885+248.8% |