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 | $753,872 | $202,318+272.6% | $172,739+336.4% | $152,861+393.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.16% | 1029.65%-1021.5pp | 802.84%-794.7pp | 345.32%-337.2pp |
| Employer contribution / active EE | $8,432 | $5,856+44.0% | $5,143+64.0% | $4,762+77.1% |
| Participant deferral / active EE | $7,001 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $1,069 | $17,109-93.8% | $13,954-92.3% | $11,596-90.8% |