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 | $463,577 | $144,119+221.7% | $117,854+293.3% | $147,584+214.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.03% | 531.15%-529.1pp | 335.08%-333.1pp | 578.55%-576.5pp |
| Employer contribution / active EE | $35,000 | $4,896+614.8% | $3,786+824.4% | $4,876+617.8% |
| Participant deferral / active EE | $4,000 | $5,316-24.8% | $4,482-10.7% | $5,439-26.5% |
| Admin fee / account holder | $12,850 | $10,886+18.0% | $8,020+60.2% | $10,885+18.0% |