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 | $367,634 | $159,602+130.3% | $150,045+145.0% | $142,382+158.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.57% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $21,196 | $4,961+327.3% | $4,693+351.6% | $4,299+393.0% |
| Participant deferral / active EE | $15,000 | $8,310+80.5% | $7,997+87.6% | $6,507+130.5% |
| Admin fee / account holder | $337,233 | $14,846+2171.5% | $13,435+2410.2% | $12,624+2571.4% |