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 | $579,341 | $88,751+552.8% | $81,812+608.1% | $145,922+297.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.03% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $24,152 | $3,083+683.3% | $2,912+729.3% | $4,660+418.3% |
| Participant deferral / active EE | $1,225 | $4,643-73.6% | $4,319-71.6% | $6,688-81.7% |
| Admin fee / account holder | $358,784 | $8,415+4163.4% | $7,386+4757.6% | $13,397+2578.1% |