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 | $698,999 | $202,318+245.5% | $172,739+304.7% | $152,861+357.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.86% | 1029.65%-1026.8pp | 802.84%-800.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $27,046 | $5,856+361.8% | $5,143+425.9% | $4,762+467.9% |
| Participant deferral / active EE | $15,237 | $5,948+156.2% | $5,198+193.2% | $5,850+160.5% |
| Admin fee / account holder | $15,956 | $17,109-6.7% | $13,954+14.4% | $11,596+37.6% |