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 | $706,478 | $144,119+390.2% | $117,854+499.5% | $147,584+378.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.24% | 531.15%-522.9pp | 335.08%-326.8pp | 578.55%-570.3pp |
| Employer contribution / active EE | $19,102 | $4,896+290.1% | $3,786+404.5% | $4,876+291.7% |
| Participant deferral / active EE | $16,180 | $5,316+204.4% | $4,482+261.0% | $5,439+197.5% |
| Admin fee / account holder | $1,904 | $10,886-82.5% | $8,020-76.3% | $10,885-82.5% |