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 | $360,043 | $172,111+109.2% | $150,298+139.6% | $137,256+162.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.73% | 69.37%-59.6pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $24,000 | $4,636+417.7% | $4,154+477.7% | $4,156+477.5% |
| Participant deferral / active EE | $14,250 | $6,166+131.1% | $5,453+161.3% | $6,407+122.4% |
| Admin fee / account holder | $42,336 | $16,471+157.0% | $14,116+199.9% | $12,270+245.0% |